Financial Advisor

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

Job Description

Our clients, growing wealth management firms are seeking talented professionals with high capacity to build a financial planning practice as an advisor.

Having prior financial experience is NOT required as the right candidate will be sponsored for industry licenses (investments/insurance/Certified Financial Planner), have access to a financial planning training program along with mentorship and infrastructure to build a practice.

This is an entrepreneurial opportunity to build a business while having access to support. If you are looking for the traditional employee role, this may not be the right role for you!

Key Responsibilities

• Develop and grow your personal book of business by actively prospecting and generating new client leads.
• Leverage existing professional, community, and personal networks to identify opportunities.
• Conduct discovery meetings to understand client goals and recommend tailored financial solutions.
• Deliver presentations and financial plans that may address: savings, investments, retirement, insurance, education, income/cash flow planning and other financial priorities

Qualifications

• Bachelor’s degree
• Strong communication, presentation, and interpersonal skills.
• Self-starter with high 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 achieve financial goals and willingness to build a career from the ground up.

Skills & Competencies

• Entrepreneurial mindset with a strong work ethic.
• Natural ability to network and develop professional relationships.
• Goal-oriented and comfortable in a performance-driven environment.
• High level of integrity and professional presence.
• Strong organizational skills for managing a pipeline of prospects and clients.

Compensation & Benefits

• Performance-based compensation: unlimited earning potential tied directly to production.
• Access to training, mentorship, and professional licensing support.

Benefits package

• Clear career path with potential for leadership opportunities.

Job Type: Full-time

Pay: $82,247.23 - $120,000.00 per year

Benefits:

• 401(k)
• Health insurance
• Retirement plan

Ability to Commute:

• Chicago, IL 60604 (Preferred)

Ability to Relocate:

• Chicago, IL 60604: Relocate before starting work (Preferred)

Work Location: In person