Financial Advisor
Avenica
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
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Conduct client review meetings and monitor ongoing progress
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Maintain accurate CRM records and client service workflows
Participate in prospecting, outreach, and lead nurturing
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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