Are you an exceptional listener with a talent for crafting smart, data-driven strategies? We're looking for an ambitious and money-minded individual eager to launch a rewarding career in financial services. Our ideal entry-level financial advisor loves building lasting relationships, has a keen interest in financial data, and is excited to learn about everything from estate planning to mutual funds. If you're a clear communicator with a sharp eye for detail, 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. Responsibilities: • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs • Embrace the role of a structured yet coachable team player open to continued education and training from other team members • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects • Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management Qualifications: • Up-to-date FINRA Series 7 & 63/66 documents are a bonus • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential • Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required Compensation: $75,000 - $100,000 per year

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