Financial Services Representative

Lakeshore Financial Group

Chicago (IL)

On-site

USD 75,000 - 100,000

Full time

14 days+

Get more replies from employers

Send a job-specific resume in minutes.

Benefits offered by this job

Full medical, dental, and vision benefits
401k and pension plan
Comprehensive training and support

Job summary

A growing financial services firm in Chicago is seeking motivated individuals as Financial Service Representatives. This role focuses on building strong client relationships and developing personalized financial strategies. Candidates should have a college degree or equivalent experience. Positions include benefits like medical, dental, and vision care, along with a flexible schedule to fit personal life. The earnings potential ranges between $75,000 and $100,000 annually.

Qualifications

  • Ability to develop customized financial wellness strategies.
  • Experience in sales and client relationship management.
  • Strong communication and interpersonal skills.

Responsibilities

  • Build lasting client relationships and develop your expertise.
  • Help families secure their financial future.
  • Provide comprehensive financial guidance.

Skills

Client relationship management
Sales experience
Financial wellness strategies

Education

College degree or equivalent experience

Job description

Are you a driven, client-focused professional seeking career advancement and amazing income potential? Lakeshore Financial Group is seeking ambitious individuals to join our Chicago team as Financial Service Representatives. You'll build lasting client relationships, develop your expertise, and gain the flexibility to build a great career.

Lakeshore Financial Group launched in 2016 and has grown rapidly since. Today, we have teams throughout the Greater Midwest. Our leadership team is fully dedicated to using their decades of experience to mentor and support new and experienced advisors, providing opportunities for collaboration, learning, and growth.

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.

We can only consider candidates living in the Chicagoland area. College degree or equivalent experience are required.

Compensation: $75,000 - $100,000 at plan earnings

Get your free, confidential resume review.
or drag and drop your file here.
Similar jobs

Similar jobs worth comparing

Financial Services Representative
Financial Services Representative

Lakeshore-Financial-Group • Chicago (IL)

On-site
USD 75,000 - 100,000
Comprehensive training
Flexible schedule
Full medical, dental, vision
+2
Financial Services Representative
Financial Services Representative

WizeHire, Inc • Chicago (IL)

On-site
USD 40,000 - 60,000
Medical, dental, and vision benefits
401(k) plan
Flexible schedule
+1
Financial Advisor
Financial Advisor

Lakeshore Financial Group • Oak Brook (IL)

Hybrid
USD 50,000 - 100,000
Financial Wellness Advisor - Flexible Schedule & Training
Financial Wellness Advisor - Flexible Schedule & Training

Lakeshore-Financial-Group • Chicago (IL)

On-site
USD 75,000 - 100,000
Comprehensive training
Flexible schedule
Full medical, dental, vision
+2
Associate Financial Planner
Associate Financial Planner

Lakeshore Financial Group • Milwaukee (WI)

On-site
USD 75,000 - 100,000
Flexible schedule
Comprehensive training
Full medical, dental, and vision benefits
+1
Administrative Assistant
Administrative Assistant

Lakeshore Financial Group • Chicago (IL)

On-site
USD 45,000 - 55,000
Competitive benefits package
Opportunity for mentorship
Professional growth and development
+1
Financial Wellness Advisor (Flexible Schedule)
Financial Wellness Advisor (Flexible Schedule)

WizeHire, Inc • Chicago (IL)

On-site
USD 40,000 - 60,000
Medical, dental, and vision benefits
401(k) plan
Flexible schedule
+1
Financial Advisor
Financial Advisor

Lakeshore Financial Group • Chicago (IL)

Hybrid
USD 50,000 - 100,000
Financial Advisor
Financial Advisor

Lakeshore Financial Group • Green Bay (WI)

On-site
USD 50,000 - 100,000
Flexible work arrangements
Ongoing training
Supportive work environment
Independent Wealth Advisor — Build Your Client Network
Independent Wealth Advisor — Build Your Client Network

Lakeshore Financial Group • Chicago (IL)

Hybrid
USD 50,000 - 100,000