Experienced Investment Advisor Representative (full-time)
Location: Chicago or Rolling Meadows, IL office
As a full-service wealth management firm, Lakeshore Capital Group is equipped with a team of professionals to provide counsel in all facets of our clients’ financial livelihood. We are staffed with talented individuals with each member dedicated to working within a team on behalf of our clients.
Lakeshore Capital Group is committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants.
Lakeshore Capital Group is an employee owned, independent investment advisory practice. We differentiate ourselves with our deep background in investment taxation. As an investment advisor at the firm, you would work closely with our tax consulting team to serve clients cohesively, providing ongoing financial planning and investment advice.
As a Lakeshore Capital Investment Advisor, you will:
- Lead point of contact for clients on a team with a CPA and Estate Planning Attorney
- Advise our existing clients in our tax practice
- Belong to and receive support from an in-house investment committee
- Utilize a world-class technology stack that is inclusive of investment analysis, financial planning and tax software
- Existing client base of assets under management
- FINRA series 65 or combination of series 63 and 65
- Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable.
- Bachelor’s degree or equivalent work experience
- CFP or CPA preferred, but not required
- Medical coverage and health insurance
- Employer matching 401(k) retirement plan
- Four weeks paid vacation
- Ongoing training and opportunity for professional growth
About Lakeshore Capital Group
Founded in 1999 and established in 2020, Lakeshore Capital Group in unique among investment advisory firms. As a full-service wealth management firm, we are equipped with a team of professionals to provide counsel in all facets of our client’s financial livelihood. We are staffed with talented individuals and each member is committed to working within a team on behalf of our clients.
Want to learn more about this position? Please feel free to reach out!