Wealth Management Associate

Lakeshore Financial Group - Oakbrook
• Oakbrook Terrace , IL , US

Posted 3 days ago

Lakeshore Financial is seeking an entry‑level Wealth Management Associate to support our advisory team and help deliver an exceptional client experience. This role blends client service, financial planning support, operations, and business development/sales activities
. If you are proactive, organized, eager to learn, enjoy helping people, and thrive in a collaborative environment, this is an excellent opportunity to grow your career in wealth management.

• Assist with new client onboarding, document collection, and welcome materials
• Prepare reports, summaries, and follow‑up items for client meetings
• Maintain CRM data integrity and support ongoing client service needs
• Prepare financial plan inputs, account summaries, and investment reports
• Participate in prospecting activities, including outreach, follow‑up, and nurturing warm leads
• Assist advisors in preparing proposals and recommendations for prospective clients
• Identify opportunities to deepen client relationships and introduce appropriate solutions
• Represent Lakeshore Financial at networking events, community engagements, and client appreciation activities

• Bachelor’s degree preferred (Finance, Business, Economics, Psychology, or related field)
• Strong attention to detail and ability to manage multiple tasks
• Excellent written and verbal communication skills
• High level of professionalism, discretion, and client‑service orientation
• Proficiency with Microsoft Office; CRM experience a plus
• Interest in pursuing industry licenses (Series 6/63, Life & Health)

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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.