Financial Services Representative

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.

$65,000 - $85,000 per year

• Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives
• Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
• Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
• Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
• Serve as a collaborative team player willing to further development through continued training opportunities

• A required Bachelor’s degree in business administration, finance, or similarly related field
• Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
• Valid FINRA Series 7 & 63/66 preferred but not required
• Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
• Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary

At Lakeshore Financial, our Financial Representatives and Advisors take pride in nurturing strong and meaningful connections with a diverse range of individuals. Our services are designed to cater to specific needs, offering comprehensive financial strategies or focusing on particular areas that require attention.

What sets us apart is our commitment to providing a unique and all-encompassing approach to evaluating and developing financial wellness strategies tailored to each individual's circumstances. We genuinely care about clients' well-being and want them to experience our dedicated and holistic method.

To ensure the highest quality of guidance, our team follows a comprehensive process. By leveraging this approach, we strive to deliver exceptional results and empower clients to achieve their financial goals with confidence.