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. Responsibilities: • 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 Qualifications: • 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 Compensation: $65,000 - $85,000 per year

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