Entry Level Financial Planner

Job Description

Job Description

Do you have great listening skills and a knack for developing effective, analytics-based strategies? We're seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today!

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.

Compensation :

$75,000 - $100,000 per year

Responsibilities : What You'll Do :

Qualifications :

Who We're Looking For :

Why Join Us?

About Company

At Lakeshore Financial, our Financial Representatives and Advisors take pride in nurturing strong and meaningful connections with a diverse range of individuals. Our services are designed to cater to specific needs, offering comprehensive financial strategies or focusing on particular areas that require attention.

What sets us apart is our commitment to providing a unique and all-encompassing approach to evaluating and developing financial wellness strategies tailored to each individual's circumstances. We genuinely care about clients' well-being and want them to experience our dedicated and holistic method.

To ensure the highest quality of guidance, our team follows a comprehensive process. By leveraging this approach, we strive to deliver exceptional results and empower clients to achieve their financial goals with confidence.