Financial Advisor

Lakeshore Financial Group; Chicago (IL); Hybrid; USD 50,000 - 100,000; Full time

Job summary

Lakeshore Financial Group is expanding in Chicagoland and seeks motivated individuals for the Financial Advisor position. Candidates will help clients achieve financial goals while building strong relationships and generating leads.

The role is commission-based, with both in-office training and flexibility for remote arrangements. An emphasis on community involvement and personal development complements the position, alongside excellent income potential.

Qualifications

• Proven track record in sales and client relationship management.
• Ability to work on a commission basis and handle financial risks.
• Willingness to participate in training and adapt to a flexible work environment.

Responsibilities

• Build strong relationships with existing and potential clients.
• 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 strategies.
• Maintain accurate records of sales activities in the CRM.
• Stay up-to-date with industry trends and market conditions.
• Provide exceptional customer service throughout the sales process.
• Participate in sales meetings and training sessions.

Skills

Customer service

Sales negotiation

Relationship building

Prospecting

Sales strategy development

Market trend analysis

Job description

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.