Financial Advisor
Lakeshore Financial Group
Job Description Are you looking for a chance to join a successful team and take your career to the next level? Lakeshore Financial Group is growing its operations in Chicagoland and is looking for outgoing, driven, and business‑minded individuals who want to build their own businesses using a proven system. You'll have the support of experienced professionals who will offer guidance and training to help you reach your goals. If you possess a passion for working closely with clients, are willing to take risks, enjoy developing businesses, and have expertise in wealth management and risk assessment, you may be interested in the career opportunity of a Financial Advisor at Lakeshore Financial Group. As a Financial Advisor, you'll assist clients in accomplishing their financial goals while establishing long‑lasting relationships. Also, you'll be free to work diligently and receive recognition for your hard work. Our team members are passionate about growth, collaboration, and innovation. We offer industry‑leading training and a professional‑based culture that promotes flexibility to balance personal and family values. We also believe in giving back to our community through charity and outreach. Qualifications This is an opportunity with excellent income potential. It operates on a 100% commission basis, and it's essential to feel comfortable with this setup. If you have prior experience in our industry and a track record of success, we welcome remote/hybrid work arrangements. If you're new, training in the office will be required, but with some flexibility. This is a significant role in the community, and frequent travel is necessary to build your client list. List of job requirements. Build strong relationships with existing and potential clients by demonstrating excellent customer service Prospect and generate new leads through various channels Nurture relationships with existing clients to drive repeat business Negotiate and close sales deals to meet or exceed monthly targets Collaborate with the sales team to develop effective sales strategies Maintain accurate records of all sales activities and customer interactions in the CRM system Stay up-to-date with industry trends, competitive landscape, and market conditions Provide exceptional customer service throughout the entire sales process Participate in regular sales meetings and training sessions Additional Information All your information will be kept confidential according to EEO guidelines. #J-18808-Ljbffr Lakeshore Financial Group
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$20k - $100k
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...including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their...Work at officeShift workDay shift- ...During the internship phase, Year Up United students earn an educational stipend of $525 per week. Career growth paths include: Financial advisory Sales specialist Product Support Sales operations and analytics Patient Services Get the skills and...InternshipMonday to Friday
$24.03 - $26.44 per hour
**Virtual Financial Advisor – Remote****Chicago, Illinois****Bring your skills to a deeply purposeful, financially rewarding career**Thrivent is more than a financial services company – we’re a community that puts generosity at the heart of saving and investing. At Thrivent...Hourly payFull timeLocal areaRemote work$70k - $80k
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Northwestern Mutual seeks a Financial Advisor in Oak Brook, Illinois. This role involves growing a client base, building personalized financial plans, and managing them to help clients achieve their goals. Successful candidates are driven, possess a Bachelor’s degree, and...$140k
Financial Advisor We are working with a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-optimized investment management services. Using a holistic planning approach, our client manages over $11.05 billion in assets...$60k - $90k
A leading financial services company in Chicago seeks an Internal Advisor Consultant to foster business relationships with advisors in the defined territory. The role demands excellent sales skills and the ability to engage clients through calls and emails. Responsibilities...- Director, Human Resources at Lincoln Investment Basic Function : We are seeking an experienced and client-focused Financial Advisor to step into a succession opportunity with an established book of business. This is a unique chance to build relationships with existing clients...Full timeHome office
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- Bank of America is looking for a National Financial Solutions Advisor (NFSA I) based in Chicago, Illinois. This role focuses on providing financial advice and support to clients, helping them achieve their goals with confidence. Ideal candidates will have a passion for...
- Allstate Insurance Co. is looking for a Financial Specialist in Chicago, IL. As a Financial Specialist, you’ll build your own financial services practice with strong support from Allstate. Your role involves face-to-face interactions with clients and collaboration with...
- Client Operations & Financial Planning Associate We’re actively building relationships with experienced professionals in wealth management... ...planning support for upcoming opportunities within our advisor network. These roles are ideal for individuals who thrive in fast...
$28.85 - $33.65 per hour
Bank of America is looking for a Financial Solutions Advisor Stage I in Chicago, IL. This role focuses on obtaining essential licenses and developing client relationships to provide tailored financial solutions. The ideal candidate will receive extensive training and coaching...Hourly pay- Financial Advisor - Greater Chicagoland page is loaded Financial Advisor - Greater Chicagoland Apply locations IL-Chicago time type Full time posted on Posted 2 Days Ago job requisition id JR2500588 Who We Are At Corebridge Financial, we believe action is everything. That...Full timeSecond jobLocal areaImmediate startRemote workRelocation
- Bank of America is seeking a Financial Solutions Advisor Stage I in Skokie, Illinois. In this role, you'll acquire industry licenses and develop critical financial advisory skills while providing exceptional client service. The position demands effective relationship-building...
$100k - $135k
Financial Advisor Location: Downers Grove, IL and/or Greater Milwaukee Area Pay Range: $100,000 - $135,000 per year Our client is one of the largest independently owned fee-based wealth management firms in the Midwest. They provide wealth management services to corporate...Full timeTemporary workWork at office$61k - $250k
Northwestern Mutual is seeking a financial advisor in Skokie, IL, to help clients achieve their financial goals through personalized financial plans. The role involves growing a client base and managing financial plans. Ideal candidates have a Bachelor's degree, strong...$28.85 - $33.65 per hour
Dormont Manufacturing Co is looking for a Financial Solutions Advisor Stage I in Chicago, Illinois. The successful candidate will provide comprehensive financial services and advice to banking customers and clients, while obtaining necessary industry licenses such as SIE...Hourly payFull time$65k - $85k
Job Overview National Financial Solutions Advisor (NFSA I): A contact‑center‑based role that leverages the Bank of America and Merrill offering model to provide end‑to‑end financial advice and support clients in achieving their goals. Responsibilities Provide comprehensive...Shift workDay shift
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