Independent Wealth Advisor — Build Your Client Network

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

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.