Impactful Financial Advisor for Client Growth

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 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.