Financial Services Professional EntryLevel

Lakeshore Financial is seeking an entry‑level Financial Services Professional. 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
• 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 7/66, Life & Health)

$50,000 - $80,000