Impactful Financial Advisor & Wealth Strategy Partner

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

Job summary

Lakeshore Financial Group in Oakbrook Terrace, IL is seeking a client-focused professional to help clients across investments, insurance, retirement, and wealth management. You will translate complex concepts into clear guidance and build long-term relationships.

This role emphasizes education, integrity, and client-first service, offering professional development and a meaningful, long-term career in financial services.

Qualifications

• Bachelor’s degree preferred in a 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.

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

Curious

Impact-driven

Team player

Willing to learn

Education

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

Job description

Lakeshore Financial Group in Oakbrook Terrace, IL is seeking a client-focused professional to help clients across investments, insurance, retirement, and wealth management. You will translate complex concepts into clear guidance and build long-term relationships.

This role emphasizes education, integrity, and client-first service, offering professional development and a meaningful, long-term career in financial services.