Financial Consultant

Lakeshore Financial Group - Oakbrook
• Elmhurst , IL , US

Posted 4 days ago

Our firm is rapidly expanding and we are looking for an experienced financial advisor to advise our clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record advising long-term clients, with superb math, analysis, and customer service skills. If this sounds like a fit for your expertise, start your application today!

• Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
• Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects
• Gather each client’s financial information to determine financial status, cash flow, financial goals, and financial expectations
• Design customized financial plans suitable 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

• Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital
• Knowledge of the financial industry, financial products, best practices, and tax regulations is desired
• Excellent math skills, relationship skills, communication skills, and customer service skills are crucial
• Valid professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required
• A Bachelor’s degree in business administration, finance, or a related field is required

$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.