What are the responsibilities and job description for the Financial Services Professional position at Lakeshore Financial Group?
We’re looking for an ambitious, people‑focused professional who wants to build a meaningful career in financial services. As a Financial Services Professional, you’ll help individuals, families, and business owners gain clarity and confidence in their financial futures. You’ll receive hands‑on training, mentorship, and the support of a collaborative team committed to your long‑term success.
Responsibilitie
- support clients by gathering financial information, understanding goals, and preparing personalized planning recommendation
- Assist in developing customized financial plans aligned with client values, risk tolerance, and long‑term objective
- Learn to analyze client financial situations, including assets, income, liabilities, and cash flo
- Educate clients on investment, insurance, and retirement strategies in clear, simple term
- Participate in prospecting, outreach, and follow‑up to build strong client relationship
- Maintain accurate records and ensure compliance within CRM and financial system
- Collaborate with advisors to prepare for client meetings, reviews, and portfolio discussion
- Provide exceptional service through proactive communication and ongoing relationship management
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Salary : $65,000 - $100,000