Lakeshore Financial is seeking an entry‑level Wealth Management Advisor. This role blends client service, financial planning support, operations, and business development/sales activities. If you are proactive, organized, eager to learn, enjoy helping people, and thrive in a collaborative environment, this is an excellent opportunity to grow your career in wealth management. Responsibilities: • Assist with new client onboarding, document collection, and welcome materials • Prepare reports, summaries, and follow‑up items for client meetings • Maintain CRM data integrity and support ongoing client service needs • Prepare financial plan inputs, account summaries, and investment reports • Participate in prospecting activities, including outreach, follow‑up, and nurturing warm leads • Assist advisors in preparing proposals and recommendations for prospective clients • Identify opportunities to deepen client relationships and introduce appropriate solutions • Represent Lakeshore Financial at networking events, community engagements, and client appreciation activities Qualifications: • Bachelor’s degree preferred (Finance, Business, Economics, Psychology, or related field) • Strong attention to detail and ability to manage multiple tasks • Excellent written and verbal communication skills • High level of professionalism, discretion, and client‑service orientation • Proficiency with Microsoft Office; CRM experience a plus • Interest in pursuing industry licenses (Series 6/63, Life & Health) Compensation: $45,000 - $75,000

• Assist with new client onboarding, document collection, and welcome materials • Prepare reports, summaries, and follow‑up items for client meetings • Maintain CRM data integrity and support ongoing client service needs • Prepare financial plan inputs, account summaries, and investment reports • Participate in prospecting activities, including outreach, follow‑up, and nurturing warm leads • Assist advisors in preparing proposals and recommendations for prospective clients • Identify opportunities to deepen client relationships and introduce appropriate solutions • Represent Lakeshore Financial at networking events, community engagements, and client appreciation activities