Financial Advisor
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
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