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Lakeshore Financial Group remote jobs and company guide

Lakeshore Financial Group is a Chicago-based financial planning firm offering comprehensive services including retirement planning, wealth management, insurance planning, and estate strategies. The firm operates with over 80 advisors and partners with Equity Services, Inc.

Company snapshot
Open roles0 remote
Hiring areasUnited States
Company typeRemote-friendly employer
HQUnited States
Financial PlanningWealth ManagementInvestment Advisory (RIA)
Active remote roles0 roles
Remote hiring areasRemote
Company typeRemote-friendly employer
HeadquartersUnited States
What they do

About Lakeshore Financial Group

Lakeshore Financial Group is a comprehensive financial planning firm headquartered in Chicago, Illinois. The company offers a wide range of financial services including retirement strategies, risk management, estate planning, wealth management, insurance planning, business planning, and special needs financial planning. With more than 80 advisors on staff, the firm takes a holistic approach to financial guidance, examining clients' complete financial picture rather than focusing on isolated areas.

The firm operates in partnership with Equity Services, Inc., a broker/dealer and Registered Investment Adviser affiliated with National Life Insurance Company, which has been in operation since 1848. Lakeshore Financial Group serves a diverse clientele ranging from individual investors to entrepreneurs, helping clients navigate complex financial decisions with clarity and confidence. The company's core values include putting clients first, trust, professionalism, teamwork, accountability, excellence, and community involvement.

Hiring

Remote roles and application process

Lakeshore Financial Group roles are commonly associated with Financial Planning, Wealth Management, Investment Advisory (RIA), Broker Dealer Services, Retirement Planning.

Review current openings on Lakeshore Financial Group's official careers page before applying.

Financial PlanningWealth ManagementInvestment Advisory (RIA)Broker Dealer ServicesRetirement PlanningEstate PlanningRisk ManagementInsurance PlanningBusiness Succession PlanningSpecial Needs Financial Planning
Open roles

Latest Lakeshore Financial Group remote jobs

No active public remote jobs are listed for this company right now. Check back as new roles are ingested.

See all Lakeshore Financial Group jobs
Work style

What it is like working at Lakeshore Financial Group

Founded2018
Team size11-50
HeadquartersUnited States
Employees live inUnited States
LeadershipRyan Moratti is the CEO.
MarketsLakeshore Financial Group operates in the following markets: Financial Planning, Wealth Management, Investment Advisory (RIA), Broker Dealer Services, Retirement Planning, Estate Planning, Risk Management, Insurance Planning, Business Succession Planning, and Special Needs Financial Planning.
Remote workYes, Lakeshore Financial Group is a remote-friendly company.
Indexed open roles1 remote jobs
Four-day weekNo, Lakeshore Financial Group does not offer a four-day work week.
FAQ

Lakeshore Financial Group remote jobs FAQ

When was Lakeshore Financial Group founded?

Lakeshore Financial Group was founded in 2018.

Who is the CEO of Lakeshore Financial Group?

Ryan Moratti is the CEO.

What industries or markets does Lakeshore Financial Group operate in?

Lakeshore Financial Group operates in the following markets: Financial Planning, Wealth Management, Investment Advisory (RIA), Broker Dealer Services, Retirement Planning, Estate Planning, Risk Management, Insurance Planning, Business Succession Planning, and Special Needs Financial Planning.

How many employees does Lakeshore Financial Group have?

Lakeshore Financial Group has 11-50 employees.

Where does Lakeshore Financial Group have employees?

Lakeshore Financial Group has employees in United States.

Is Lakeshore Financial Group hiring?

Yes, Lakeshore Financial Group has 1 open remote job .

Does Lakeshore Financial Group support remote work or working from home?

Yes, Lakeshore Financial Group is a remote-friendly company.

Does Lakeshore Financial Group offer a four-day work week?

No, Lakeshore Financial Group does not offer a four-day work week.

Lakeshore Financial Group Remote Jobs and Careers | WFH.team