Financial Planner

Lakeshore Financial Group - Oakbrook
• Elmhurst , IL , US

Posted 2 days ago

We are seeking an experienced financial advisor to assist our clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long term advising relationships, and excellent communication skills. Apply now!

• Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
• Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations
• Customize financial plans for each client based on potential life changes and changing financial needs
• Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products
• Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives

• CPA license, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required
• Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential
• Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential
• Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital
• Exemplary communication skills, math skills, relationship skills, and customer service skills are vital

$86,000 - $117,000

Lakeshore Financial is a values‑driven financial services firm built on trust, education, and long-term relationships. We believe every client deserves clarity, confidence, and a partner who truly listens. Our team takes a holistic, client‑first approach—supporting individuals, families, and business owners through every stage of life.