Financial Advisor

Lead Advisor, LLC supports Financial Advisors in building a long-term, client-focused practice with training, mentorship, and professional licensing support. This full-time, in-person role in Skokie, IL pairs direct client interaction with performance-based compensation and a clear path for career growth, including potential leadership opportunities.

What You’ll Do

You will develop and grow a personal book of business by prospecting and generating new client leads. You will also use existing professional, community, and personal networks to identify opportunities and create consistent pipeline.

In this role, you will run discovery meetings to understand client goals and recommend tailored financial solutions. You will deliver presentations and financial plans that may cover a range of priorities, including:

• Savings and investments
• Retirement planning
• Insurance
• Education planning
• Income and cash flow planning
• Other financial priorities aligned to client needs

What You Bring

• Bachelor’s degree
• Strong communication, presentation, and interpersonal skills
• Self-starter mindset with motivation, resilience, and the ability to work independently
• Ability to obtain FINRA licensing (Series 7, 66, or equivalent) and applicable state insurance licenses
• Passion for helping clients pursue financial goals and willingness to build a career from the ground up

Benefits and Compensation

Lead Advisor, LLC provides support designed to help you succeed as you build your practice, including access to training, mentorship, and professional licensing support.

• 401(k)
• Health insurance
• Retirement plan
• Clear career path with potential for leadership opportunities

Performance-based compensation offers unlimited earning potential tied directly to production.

Role Details

• Job Type: Full-time
• Location: Skokie, IL (onsite, in person)
• Pay: $82,247.23 - $120,000.00 per year
• Ability to commute: Skokie, IL (preferred)
• Ability to relocate: Relocate before starting work (preferred)