Financial Services Professional - Entry-Level
Job Description
Job Description
Lakeshore Financial is seeking an entry‑level Financial Services Professional. This role blends client service, financial planning support, operations, and business development/sales activities. If you are proactive, organized, eager to learn, enjoy helping people, and thrive in a collaborative environment, this is an excellent opportunity to grow your career in wealth management.
Compensation:
$50,000 - $80,000
Responsibilities:
- Assist with new client onboarding, document collection, and welcome materials
- Prepare reports, summaries, and follow‑up items for client meetings
- Maintain CRM data integrity and support ongoing client service needs
- Prepare financial plan inputs, account summaries, and investment reports
- Participate in prospecting activities, including outreach, follow‑up, and nurturing warm leads
- Identify opportunities to deepen client relationships and introduce appropriate solutions
- Represent Lakeshore Financial at networking events, community engagements, and client appreciation activities
Qualifications:
- Bachelor’s degree preferred (Finance, Business, Economics, Psychology, or related field)
- Strong attention to detail and ability to manage multiple tasks
- Excellent written and verbal communication skills
- High level of professionalism, discretion, and client‑service orientation
- Proficiency with Microsoft Office; CRM experience a plus
- Interest in pursuing industry licenses (Series 7/66, Life & Health)
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.