Financial Advisor

Do you thrive in a fast‑paced, relationship‑driven environment where your work truly impacts people’s lives? We’re searching for a motivated Financial Advisor who excels at building trust, delivering top‑tier service, and helping clients reach their long‑term financial goals. Responsibilities Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations Customize financial plans for each client based on potential life changes and changing financial needs Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products Qualifications A Bachelor’s degree in business administration, finance, or a related field is required Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66 is required Up‑to‑date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred Compensation $86,000 - $117,000 per year #J-18808-Ljbffr Lakeshore Financial Group