Impactful Financial Advisor - Personal Wealth Strategy

Lakeshore Financial Group; Oakbrook Terrace (IL); On-site; USD 50,000 - 80,000; Full time

Job summary

Lakeshore Financial Group is seeking a dedicated finance professional to build trusted relationships and deliver personalized strategies across investments, insurance, retirement, and wealth management. You will translate complex financial concepts into actionable guidance that clients can implement confidently.

Join a team that supports clients through major life transitions with empathy and expertise, valuing education, integrity, and client-first service for long-term relationships and

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

Strong communicator

Growth mindset

Relationship building

Team collaboration

Education

Bachelor’s degree preferred

Job description

Lakeshore Financial Group is seeking a dedicated finance professional to build trusted relationships and deliver personalized strategies across investments, insurance, retirement, and wealth management. You will translate complex financial concepts into actionable guidance that clients can implement confidently.

Join a team that supports clients through major life transitions with empathy and expertise, valuing education, integrity, and client-first service for long-term relationships and