Financial Advisor at 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

• 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