Join Lakeshore Financial Group and put your passion for helping others to work in a values-driven environment. As a Financial Services Professional, you’ll play a key role in guiding individuals, families, and business owners toward greater financial clarity and long-term security. In this role, you’ll build meaningful, lasting relationships by delivering personalized financial strategies across investments, insurance, retirement planning, and wealth management. Our team is committed to a holistic, client-first approach—ensuring every client feels informed, confident, and supported at every stage of their financial journey. If you’re people-focused and enjoy breaking down complex financial concepts into clear, actionable insights, this opportunity is a strong fit. We prioritize trust, education, and long-term partnerships, and we’re dedicated to supporting your professional growth as you make a measurable impact. At Lakeshore Financial Group, you’ll be part of a collaborative and supportive culture that encourages innovation and continuous development—along with flexible working hours and competitive compensation. Join us in helping clients navigate life’s financial decisions with confidence and clarity. 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, relationship‑building, and analytical skills • Ethical, organized, and committed to delivering exceptional client experiences Compensation: $60,000 - $120,000

• 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