Financial Services Professional - Entry-Level

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
• 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, relationship-building, and analytical skills
• Ethical, organized, and committed to delivering exceptional client experiences

About Lakeshore Financial Group - Oakbrook

Lakeshore Financial is a values-driven financial services firm built on trust, education, and long-term relationships. We believe every client deserves clarity, confidence, and a partner who truly listens. Our team takes a holistic, client-first approach—supporting individuals, families, and business owners through every stage of life.

Pay

$60,000 - $120,000/year