Wealth Management Advisor

Lakeshore Financial Group - Oakbrook
• Oakbrook , IL , US

Posted 3 days ago

Join Lakeshore Financial Group - Oakbrook, where your drive to empower others can flourish in a values-driven environment. As a Wealth Management Advisor, you'll play a vital role in guiding individuals, families, and business owners toward financial clarity and security. You'll build lasting relationships by providing tailored financial advice across investments, insurance, retirement planning, and wealth management. Our team is committed to a holistic, client-first approach, ensuring every client receives the clarity, confidence, and attentive partnership they deserve.

If you're analytical, people-focused, and thrive on simplifying complex financial concepts, this is the perfect opportunity for you. We value trust, education, and long-term relationships, and we're excited to support your growth as you make a meaningful impact. At Lakeshore Financial, you'll find a supportive culture that fosters innovation and professional development, backed by flexible working hours and competitive pay. Let's work together to help clients navigate every stage of life with confidence and clarity.

• Develop customized financial plans aligned with client goals, values, and risk tolerance
• Analyze client financial situations, including assets, income, liabilities, and cash flow
• Recommend suitable investment, insurance, and retirement strategies
• Monitor client portfolios and conduct regular review meetings
• Maintain strong knowledge of market trends, tax considerations, and financial products
• Build long-term client relationships through proactive communication and exceptional service

• Bachelor’s degree in finance, Business, Economics, or related field (preferred)
• Active financial licenses (Series 6/7 and 63/65 or equivalent required)
• 2–7 years of experience in financial advising, planning, or sales preferred
• Strong communication, relationship‑building, and analytical skills
• Ethical, organized, and committed to delivering exceptional client experiences

$90,000 - $120000

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.