Financial Advisor

Avenica

Financial Advisor

Chicago, IL
Full Time
Paid
  • Responsibilities

    Financial Advisor

    Lakeshore Financial Group: Office location options in both Chicago, IL & Oakbrook, IL

    Compensation & Growth:

    • Base salary + performance incentives

    • Entry-level: $45,000–$75,000

    • Licensed Advisors: $86,000–$117,000+

    • Long-term earning potential grows as you build your own client base

    This is not a capped job — it is a career with ownership, growth, and upside.

     

    About the Opportunity & Lake Shore Financial Group

    Lakeshore Financial Group is growing, and we are looking for entrepreneurial-minded professionals who want to build meaningful client relationships, teach financial literacy, and develop into trusted financial advisors.

    This role is designed for both:

    • Licensed financial advisors ready to grow their book of business

    • High-potential professionals from other industries who want to transition into financial planning and advisory work

    Whether you are already licensed or just beginning your journey, this position offers a clear path to building a career as a financial advisor with long-term income potential and real impact.

    If you are hungry to help people, enjoy sales and relationship-building, and want to change lives through financial education, this is an opportunity to do work that truly matters.

     

    What You’ll Do

    • You will work directly with clients while developing the skills, knowledge, and relationships needed to grow a successful advisory practice.
    • Develop customized financial plans based on client goals, values, and risk tolerance

    • Analyze assets, income, liabilities, cash flow, and long-term objectives

    • Conduct client review meetings and monitor ongoing progress

    • Maintain accurate CRM records and client service workflows

    • Participate in prospecting, outreach, and lead nurturing

    • Represent the firm at networking events and community engagements

     

    Who We’re Looking For

    This role is ideal for people who are both people-driven and growth-oriented.

    • Lakeshore Financial provides training & licensing support (LAH, SIE, Series Exams)

    We welcome:

    • Licensed Financial Advisors (Series 6/7, 63/65, Life & Health)

    • Sales, recruiting, coaching, teaching, or business professionals ready for a career change

    • Finance or business graduates looking for a client-facing career path

    Successful candidates are:

    • Entrepreneurial, motivated, and relationship-driven

    • Comfortable with sales and client conversations

    • Interested in educating people and making financial topics simple

    • Committed to building a long-term professional practice


  • Compensation
    $70,000-$90,000 per year
  • Industry
    Hospitality