Associate Financial Planner

Job Description

Job Description

We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services.

Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process 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, 401k, 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.