Entry-Level Financial Services Representative

Description

Do you have a passion for connecting with people and a knack for turning financial data into actionable strategies? We're offering a fantastic opportunity for a money-savvy individual to break into the dynamic world of financial services. As an entry-level financial advisor, you'll develop long-term client relationships and delve into diverse areas like estate planning, business administration, and mutual funds. If you possess excellent communication skills and a meticulous approach, we want to hear from you!

Why Join Lakeshore Financial Group?

• Make a Meaningful Impact: Help families and individuals secure their financial future by developing customized financial wellness strategies
• Flexible Schedule: Enjoy the freedom to work part-time or full-time, allowing you to balance your work with your personal life.
• Comprehensive Training: We provide thorough training and ongoing support to equip you with the knowledge and skills necessary to succeed.
• Professional Development: Gain valuable experience in sales, finance, and client relationship management.
• Benefits: Our full-time positions offer full medical, dental, and vision benefits, 401(k), and pension plan.

College degree or equivalent experience are required.

Responsibilities

• Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
• Consider clients' life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
• Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
• Embrace the role of a structured yet coachable team player open to continued education and training from other team members
• Gather and assess each client's financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management

Qualifications

• Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
• Valid FINRA Series 7 & 63/66 preferred but not required
• Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
• Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
• A required Bachelor's degree in business administration, finance, or similarly related field