Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are 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! Responsibilities: • Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects • Embrace the role of a structured yet coachable team player open to continued education and training from other team members • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs What You'll Do: • Build relationships with potential clients and understand their financial needs • Present and explain products and solutions • Guide clients through the application and policy issuance process • Provide ongoing support and service to clients • Attend training and development sessions Qualifications: • Requires a Bachelor’s degree in business administration, finance, or other related field • Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus • Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired • Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary • Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients Who We're Looking For: • Highly motivated and self-driven individuals • Excellent communication and interpersonal skills • A passion for helping others • A strong work ethic and a desire to succeed • Sales experience is a plus, but not required. We are willing to train the right person • Must be able and willing to obtain a life insurance license • This is an upside, 100% commission-based opportunity. We offer new hires the opportunity to receive $12,000 as financial support. Why Join Us? • Be part of a supportive and collaborative team • Represent a reputable and respected company • Enjoy the flexibility and freedom of a self-driven career • Make a positive impact on the lives of others • Earn a competitive income 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.