Financial Services Professional - Entry-Level

Description

Join Lakeshore Financial Group and put your passion for helping others to work in a valuesdriven, relationshipfocused environment. As a Financial Services Professional , you'll guide individuals, families, and business owners toward greater financial clarity, confidence, and longterm security.

In this role, you'll build meaningful, lasting relationships by delivering personalized strategies across investments, insurance, retirement planning, and comprehensive wealth management. Our team takes a holistic, clientfirst approach-ensuring every person we serve feels informed, supported, and empowered at every stage of their financial journey.

If you're peoplefocused, naturally curious, and skilled at breaking down complex financial concepts into clear, actionable insights, you'll thrive here. We prioritize trust, education, and longterm partnerships, and we're committed to supporting your professional growth as you make a measurable impact.

At Lakeshore Financial Group, you'll join a collaborative, supportive culture that encourages innovation, continuous development, and shared success-along with flexible working hours and competitive compensation.

Responsibilities

• Assist with new client onboarding, document collection, and welcome materials
• Prepare reports, summaries, and followup items for client meetings
• Maintain CRM data integrity and support ongoing client service needs
• Prepare financial plan inputs, account summaries, and investment reports
• Participate in prospecting activities, including outreach, followup, and nurturing warm leads
• Identify opportunities to deepen client relationships and introduce appropriate solutions
• Represent Lakeshore Financial at networking events, community engagements, and client appreciation activities

Qualifications

• Bachelor's degree preferred (Finance, Business, Economics, Psychology, or related field)
• Strong attention to detail and ability to manage multiple tasks
• Excellent written and verbal communication skills
• High level of professionalism, discretion, and clientservice orientation
• Proficiency with Microsoft Office; CRM experience a plus
• Interest in pursuing industry licenses (Series 7/66, Life & Health)