Entrepreneurial Financial Advisor: Build Your Practice

Lead Advisor; Illinois; On-site; USD 82,000 - 120,000; Full time

Benefits offered by this job

401(k)

Health insurance

Retirement plan

Job summary

Lead Advisor in Illinois seeks entrepreneurial professionals to build a financial planning practice with sponsorship for licenses and mentorship. No prior financial experience required.

You will prospect, meet clients, and present tailored plans addressing retirement, investments, insurance, education, and cash flow, with performance-based compensation and comprehensive training support.

Qualifications

• Bachelor’s degree required.
• Ability to obtain FINRA licensing (Series 7, 66, or equivalent) and applicable state insurance licenses.
• Self-starter with high motivation and resilience.
• Willingness to build a career from the ground up and develop a personal practice.

Responsibilities

• Develop and grow your personal book of business by actively prospecting and generating new client leads.
• Leverage networks to identify opportunities.
• Conduct discovery meetings to understand client goals and tailor financial solutions.
• Deliver presentations and financial plans addressing savings, investments, retirement, insurance, education, and cash flow planning.

Skills

Entrepreneurial mindset

Networking

Communication skills

Independent work ethic

Goal-oriented

Education

Bachelor’s degree

Job description

Lead Advisor in Illinois seeks entrepreneurial professionals to build a financial planning practice with sponsorship for licenses and mentorship. No prior financial experience required.

You will prospect, meet clients, and present tailored plans addressing retirement, investments, insurance, education, and cash flow, with performance-based compensation and comprehensive training support.