Financial Services Professional - Entry-Level

Lakeshore Financial Group - Oakbrook

$89K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in finance, Business, Economics, or related field (preferred)
  • Willingness to obtain Life Insurance, SIE, Series 7, and Series 66 licenses
  • Strong communication skills for effective relationship-building
  • Analytical abilities to assess clients' financial situations
  • Ethical and organized approach to client service

Responsibilities

  • Guide individuals and families toward financial clarity and security
  • Build and maintain lasting relationships with clients
  • Deliver personalized strategies across various financial areas
  • Analyze and simplify complex financial concepts for clients
  • Support clients through every stage of their financial journey

Benefits

  • Commitment to professional growth and education
  • Holistic, client-focused team approach
  • Emphasis on trust and long-term client partnerships
  • Opportunity to make a measurable impact on clients' lives
Full Job Description
Description

As a Financial Services Professional, you'll guide individuals, families, and business owners toward greater financial clarity, confidence, and long-term security.

In this role, you'll build meaningful, lasting relationships by delivering personalized strategies across investments, insurance, retirement planning, and comprehensive wealth management. Our team takes a holistic, client-first approach-ensuring every person we serve feels informed, supported, and empowered at every stage of their financial journey.

If you're people-focused, naturally curious, and skilled at breaking down complex financial concepts into clear, actionable insights, you'll thrive here. We prioritize trust, education, and long-term partnerships, and we're committed to supporting your professional growth as you make a measurable impact.

Responsibilities

$43

Qualifications
• Bachelor's degree in finance, Business, Economics, or related field (preferred)
• Willingness to get licensed in Life Insurance, SIE, Series 7, and Series 66
• Strong communication, relationship-building, and analytical skills
• Ethical, organized, and committed to delivering exceptional client experiences

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