Financial Services Professional - Entry-Level

WizeHire, Inc; Oakbrook Terrace (IL); On-site; USD 50,000 - 80,000; Full time

Job summary

Lakeshore Financial Group in Oakbrook Terrace, IL is seeking a dedicated Financial Representative/Advisor to help clients build and protect their financial futures. You will learn the company’s holistic approach, develop personalized strategies across investments, insurance, retirement, and wealth management, and translate complex concepts into clear guidance.

This entry‑level role emphasizes relationship building, education, and client‑first service in a supportive, collaborative environment.

Qualifications

• Bachelor’s degree preferred (Finance, Business, Economics, Psychology, or related field)
• People-focused and naturally curious
• A strong communicator who enjoys simplifying complex topics
• Motivated by impact, growth, and long-term relationships
• Looking for a supportive, collaborative environment—not a cut-throat sales culture
• Excited to learn, develop, and build a meaningful career in financial services

Responsibilities

• Building trusted, long-term relationships
• Creating personalized strategies across investments, insurance, retirement, and wealth management
• Translating complex financial concepts into simple, actionable guidance
• Supporting clients through major life transitions with empathy and expertise
• Collaborating with a team that values education, integrity, and client-first service

Skills

People-focused

Naturally curious

Strong communicator

Motivated by impact

Growth mindset

Long-term relationships

Education

Bachelor’s degree preferred (Finance, Business, Economics, Psychology, or related field)

Job description

Lakeshore Financial Group • Oakbrook Terrace, IL, US

Make a meaningful impact while building a career with unlimited growth.

At Lakeshore Financial Group, we believe financial guidance should feel personal, supportive, and empowering. If you’re passionate about helping people and want a career where your work truly matters, this role offers the perfect blend of purpose, professional development, and long‑term opportunity.

• Building trusted, long‑term relationships
• Creating personalized strategies across investments, insurance, retirement, and wealth management
• Translating complex financial concepts into simple, actionable guidance
• Supporting clients through major life transitions with empathy and expertise
• Collaborating with a team that values education, integrity, and client‑first service
• Bachelor’s degree preferred (Finance, Business, Economics, Psychology, or related field)
• People‑focused and naturally curious
• A strong communicator who enjoys simplifying complex topics
• Motivated by impact, growth, and long‑term relationships
• Looking for a supportive, collaborative environment—not a cut‑throat sales culture
• Excited to learn, develop, and build a meaningful career in financial services

Compensation

$50,000 - $80,000

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.

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