Avenica

Financial Advisor

Avenica  •  $45k/yr  •  Chicago, IL (Onsite)  •  4 months ago
Apply
AI can make mistakes so check important info. Chat history is never stored.

Job Description

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

Avenica

About Avenica

Avenica builds hiring intelligence for companies that are tired of guessing. Our hiring intelligence platform evaluates people through behavioral signals, micro assessments, and real performance data, then maps that insight to the roles where they will succeed. Clients get clarity. Candidates get a fair shot.

The acquisition of Arch Advisory expanded that engine into senior-level and executive search. What used to be a high-stakes, intuition-driven process now benefits from the same IP that powers our high-volume programs. Precision, consistency, and measurable outcomes at every level.

Job boards flood you with noise. Resumes hide the truth. Traditional recruiting treats fit like a feeling. We treat it like a model that keeps learning.

Avenica now supports entry level mid-market, senior, and exec hires using one intelligence stack. We help companies hire with accuracy, and we help people move into roles where they can actually thrive.

Industry
HR & Recruiting
Company Size
11-50 employees
Headquarters
Minneapolis, Minnesota
Year Founded
1998
Social Media