Financial Advisor

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

Location & Work Authorization Requirements
Candidates must currently reside within a reasonable commuting distance of the office location. This position does not offer relocation assistance.

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

 

Work Authorization Requirement

Candidates must be authorized to work in the United States without sponsorship. This role does not offer visa sponsorship now or in the future.