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Lakeshore Financial Group

Financial Services Professional - Entry-Level

Entry-Level JobVerifiedNo experience needed
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Job Description

Financial Services Professional - Entry-Level Lakeshore Financial Group Oakbrook Terrace, IL Job Details $50,000 - $80,000 a year 7 hours ago Qualifications Economics Customer relationship building Investment management advisory services Bachelor's degree in finance Bachelor's degree in psychology Bachelor's degree in business Bachelor's degree in economics Finance Bachelor's degree Client retention Investment client management Financial product expertise Psychology Financial concepts Financial goal setting advisory services Insurance planning Financial services Business Retirement planning advisory services Communication skills Entry level Full Job Description Make a meaningful impact while building a career with unlimited growth. At Lakeshore Financial Group, we believe financial guidance should feel personal, supportive, and empowering. If you're passionate about helping people and want a career where your work truly matters, this role offers the perfect blend of purpose, professional development, and long‑term opportunity.
Compensation:
$50,000 - $80,000
Responsibilities:
Building trusted, long‑term relationships Creating personalized strategies across investments, insurance, retirement, and wealth management Translating complex financial concepts into simple, actionable guidance Supporting clients through major life transitions with empathy and expertise Collaborating with a team that values education, integrity, and client‑first service
Qualifications:
Bachelor's degree preferred (Finance, Business, Economics, Psychology, or related field) People‑focused and naturally curious A strong communicator who enjoys simplifying complex topics Motivated by impact, growth, and long‑term relationships Looking for a supportive, collaborative environment—not a cut‑throat sales culture Excited to learn, develop, and build a meaningful career in financial services 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.