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

• Develop customized financial plans aligned with client goals, values, and risk tolerance
• Analyze client financial situations, including assets, income, liabilities, and cash flow
• Recommend suitable investment, insurance, and retirement strategies
• Monitor client portfolios and conduct regular review meetings
• Maintain strong knowledge of market trends, tax considerations, and financial products
• Build long-term client relationships through proactive communication and exceptional service
• Develop customized financial plans aligned with client goals, values, and risk tolerance
• Analyze client financial situations, including assets, income, liabilities, and cash flow
• Recommend suitable investment, insurance, and retirement strategies
• Monitor client portfolios and conduct regular review meetings
• Maintain strong knowledge of market trends, tax considerations, and financial products
• Build long-term client relationships through proactive communication and exceptional service

Qualifications

• Bachelor's degree in finance, Business, Economics, or related field (preferred)
• Willingness to get licensed in Life Insurance, SIE, Series 7, and Series 66
• Strong communication, relationshipbuilding, and analytical skills
• Ethical, organized, and committed to delivering exceptional client experiences