Lakeshore Financial Group · 6 hours ago
Financial Services Professional (Entry Level)
Oakbrook Terrace, IL
Full-time
Hybrid
New Grad, Entry LevelLakeshore Financial Group provides a comprehensive range of financial products and services designed to address clients' risk management and asset growth needs. They are seeking an Entry Level Financial Services Professional to assist clients with financial planning and develop strategies for financial growth while maintaining long-term client relationships.
Financial ServicesInsuranceLife Insurance
Hiring Manager
Ria Battisti
Responsibilities
Assisting clients with financial planning
Developing strategies for financial growth
Retirement planning
Providing tailored solutions
Effective communication to establish and maintain long-term client relationships
Collaboration within the team and leveraging available resources
Qualification
Required
Proficiency in Financial Planning, Finance, and Financial Services
Experience or knowledge in Retirement Planning
Strong Communication skills, both interpersonal and verbal
Ability to analyze and understand financial needs and align solutions accordingly
Ability to work in a hybrid environment with independence and professionalism
Demonstrated integrity, ethical decision-making, and commitment to clients
Preferred
Bachelor's degree in Finance, Business, Economics, or a related field
Company
Lakeshore Financial Group
Lakeshore Financial Group provides financial planning, investment, and insurance services.
Founded in 2016
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Ryan Moratti
Managing Partner
Tim Dunneback, CFP®, ChFC®
Partner, CERTIFIED FINANCIAL PLANNER™, ChFC®
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