Financial Advisor

Job Description

Job Description

Do you thrive in a fast‑paced, relationship‑driven environment where your work truly impacts people’s lives? We’re searching for a motivated Financial Advisor who excels at building trust, delivering top‑tier service, and helping clients reach their long‑term financial goals.

$86,000 - $117,000

• Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
• Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
• Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations
• Customize financial plans for each client based on potential life changes and changing financial needs
• Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products

• A Bachelor’s degree in business administration, finance, or a related field is required
• Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is required
• Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary
• Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired
• Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred

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.