Financial Advisor
$86k - $117kLakeshore Financial Group - Oakbrook
Job Description
Job Description
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.
Compensation:$86,000 - $117,000
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
- 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
Why Lakeshore Financial Group
We offer a culture built on trust, mentorship, and shared success. You’ll enjoy:
- A collaborative, values‑driven team
- Continuous training and professional development
- Flexible working hours
- Competitive compensation
- A mission‑focused environment where your work genuinely changes lives
Vacancy posted 18 days ago
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