Job Description

Our firm is rapidly expanding, and we are looking for an experienced financial advisor to advise clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record advising long-term clients, with superb math, analysis, and customer service skills. If this sounds like a fit for your expertise, start your application today! Benefits Offered:

• 401(k)
• Pension Plan
• Dental
• Vision
• Life Insurance
• Short Term/ Long Term Disability

Responsibilities:

• Customize financial plans for each client based on potential life changes and changing financial needs
• Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor
• Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations
• Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
• Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given

Qualifications:

• CPA license, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required
• Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary
• Exemplary communication skills, math skills, relationship skills, and customer service skills are vital
• Requires a Bachelor’s degree in finance, business administration, or related field

About Company: Lakeshore Financial is a values‑driven financial services firm built on trust, education, and long-term relationships. We believe every client deserves clarity, confidence, and a partner who truly listens. Our team takes a holistic, client‑first approach—supporting individuals, families, and business owners through every stage of life. We’re growing and seeking a Financial Services Representative who is passionate about service, organization, and helping clients feel supported and informed.

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