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Entry Level Financial Advisor Jobs in Lockport, IL

Vertis Wealth

Estate and Document Attorney

Chicago, IL · Remote

$250 - $350/hr

Must be licensed in the posted state. Entry level attorneys will be considered. * Can conduct ... and financial advisors. Benefits * Compensation: $250-$350 hourly * Uncapped earning potential ...

Vertis Wealth

Estate and Document Attorney

Chicago, IL · On-site

$250 - $350/hr

Must be licensed in the posted state. Entry level attorneys will be considered. * Can conduct ... and financial advisors. Benefits * Compensation: $250-$350 hourly * Uncapped earning potential ...

Raising Cane's

Cook - Morning Shift

Westmont, IL · On-site

$15.50/hr

We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Raising Cane's

Cook - Morning Shift

Westmont, IL · On-site

$15.50/hr

We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Raising Cane's

Cook - Nights/Weekends

Batavia, IL · On-site

$15.50/hr

We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Raising Cane's

Cook - Weekend Availability

Shorewood, IL · On-site

$15.50/hr

We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Raising Cane's

Cook - Morning Shift

Westmont, IL · On-site

$15.50/hr

We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Raising Cane's

Cook - Weekend Availability

Shorewood, IL · On-site

$15.50/hr

We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

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All JobsFinancial Advisor JobsEntry Level Financial Advisor JobsEntry Level Financial Advisor Jobs in Lockport, IL

Entry Level Financial Advisor information

See Lockport, IL salary details

$36.1K

$102.4K

$144.4K

How much do entry level financial advisor jobs pay per year?

As of Sep 1, 2026, the average yearly pay for entry level financial advisor in Lockport, IL is $102,437.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,200.00 and $131,400.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as an entry level financial advisor?

To thrive as an Entry Level Financial Advisor, you need foundational knowledge in finance, economics, and investment strategies, usually supported by a bachelor’s degree in a related field. Familiarity with financial planning software, CRM systems, and obtaining certifications like Series 7 or 66 are often required. Strong interpersonal skills, active listening, and the ability to build trust with clients are essential soft skills. These competencies enable advisors to provide sound financial guidance, develop client relationships, and grow their practice effectively.

What are some common challenges faced by entry level financial advisors and how can they overcome them?

Entry level financial advisors often face challenges such as building a client base, gaining trust from clients, and staying updated with changing financial regulations. To overcome these, new advisors should focus on networking, seeking mentorship from experienced colleagues, and consistently educating themselves through industry certifications and training. Additionally, developing strong communication skills and being proactive about client outreach can help accelerate professional growth and establish credibility within the firm.

What is the difference between Entry Level Financial Advisor vs Financial Planner?

AspectEntry Level Financial AdvisorFinancial Planner
CertificationsTypically requires Series 7, Series 66, or 63; CFP certification may be preferredOften holds CFP, CFA, or ChFC certifications
Work EnvironmentFinancial firms, banks, or advisory firms; client-facing rolesIndependent or firm-based; comprehensive financial planning
Job FocusAssisting clients with investments, basic financial adviceHolistic financial planning, estate, retirement, and tax strategies

While Entry Level Financial Advisors focus on basic investment advice and client onboarding, Financial Planners provide comprehensive financial strategies. Both roles often require similar certifications initially, but Financial Planners typically have more advanced credentials and a broader scope of services.

Can you become an entry level financial advisor with no experience?

Entry level financial advisor roles typically require some knowledge of finance and strong communication skills, but many employers are willing to train candidates with no prior experience. Obtaining relevant certifications, such as the Series 7 or Series 66, can improve job prospects. Entry-level positions often focus on learning the industry, client interaction, and developing financial planning skills.

How do I get started as an entry level financial advisor?

To start as an entry level financial advisor, obtain a bachelor's degree in finance, economics, or a related field, and gain knowledge of financial planning and investment strategies. Completing licensing exams such as the Series 7 and Series 66 is typically required, along with developing strong communication and analytical skills. Entry-level roles often involve supporting senior advisors and gaining experience in client service and financial analysis.

What do entry level financial advisors do?

Entry level financial advisors assist clients with financial planning, investment strategies, and retirement planning. They gather client information, analyze financial data, and recommend suitable financial products, often working under the supervision of more experienced advisors and obtaining relevant certifications like the Series 7 or Series 63 license.

What are popular job titles related to Entry Level Financial Advisor jobs in Lockport, IL?

For Entry Level Financial Advisor jobs in Lockport, IL, the most frequently searched job titles are:

What job categories do people searching Entry Level Financial Advisor jobs in Lockport, IL look for?

The top searched job categories for Entry Level Financial Advisor jobs in Lockport, IL are:

What cities near Lockport, IL are hiring for Entry Level Financial Advisor jobs?

Cities near Lockport, IL with the most Entry Level Financial Advisor job openings:

Entry Level Financial Advisor jobs near you
Infographic showing various Entry Level Financial Advisor job openings in Lockport, IL as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $102,437 per year, or $49.2 per hour.

Financial Services Professional - Entry-Level

Oakbrook Terrace, IL • On-site

Lakeshore Financial Group
Finance and Insurance • 11 - 50 employees
Learn more about Lakeshore Financial Groupexternal

$50K - $80K/yr

Full-time

Posted 6 days ago

Job description

Make a meaningful impact while building a career with unlimited growth.


At Lakeshore Financial Group, we believe financial guidance should feel personal, supportive, and empowering. If you’re passionate about helping people and want a career where your work truly matters, this role offers the perfect blend of purpose, professional development, and long‑term opportunity.

Compensation:

$50,000 - $80,000


Responsibilities:
  • Building trusted, long‑term relationships
  • Creating personalized strategies across investments, insurance, retirement, and wealth management
  • Translating complex financial concepts into simple, actionable guidance
  • Supporting clients through major life transitions with empathy and expertise
  • Collaborating with a team that values education, integrity, and client‑first service

Qualifications:
  • Bachelor’s degree preferred (Finance, Business, Economics, Psychology, or related field)
  • People‑focused and naturally curious
  • A strong communicator who enjoys simplifying complex topics
  • Motivated by impact, growth, and long‑term relationships
  • Looking for a supportive, collaborative environment—not a cut‑throat sales culture
  • Excited to learn, develop, and build a meaningful career in financial services

About Company

At Lakeshore Financial, our Financial Representatives and Advisors take pride in nurturing strong and meaningful connections with a diverse range of individuals. Our services are designed to cater to specific needs, offering comprehensive financial strategies or focusing on particular areas that require attention.

What sets us apart is our commitment to providing a unique and all-encompassing approach to evaluating and developing financial wellness strategies tailored to each individual's circumstances. We genuinely care about clients' well-being and want them to experience our dedicated and holistic method.

To ensure the highest quality of guidance, our team follows a comprehensive process. By leveraging this approach, we strive to deliver exceptional results and empower clients to achieve their financial goals with confidence.