Financial Wellness Advisor (Flexible Schedule)

Lakeshore Financial Group; Chicago (IL); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Medical, dental, and vision benefits

401(k) plan

Flexible schedule

Professional development opportunities

Job summary

Lakeshore Financial Group is inviting ambitious individuals to join our Chicago team as Financial Service Representatives. This role allows you to build lasting client relationships and develop customized financial wellness strategies.

We offer flexible working schedules and comprehensive training to equip you for success. Our full-time positions include medical, dental, and vision benefits, 401(k), and a retirement plan. Applicants must reside in the Chicagoland area and have a college degree or equivalent experience.

Qualifications

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

Responsibilities

• Build lasting client relationships.
• Develop financial wellness strategies.
• Provide ongoing support and training.

Skills

Sales skills

Client relationship management

Financial knowledge

Education

College degree or equivalent experience

Job description

Lakeshore Financial Group is inviting ambitious individuals to join our Chicago team as Financial Service Representatives. This role allows you to build lasting client relationships and develop customized financial wellness strategies.

We offer flexible working schedules and comprehensive training to equip you for success. Our full-time positions include medical, dental, and vision benefits, 401(k), and a retirement plan. Applicants must reside in the Chicagoland area and have a college degree or equivalent experience.