Financial Advisor

Crawford Thomas Recruiting; Toulon (IL); On-site; USD 60,000 - 70,000; Full time

Benefits offered by this job

401(k) with company match

Health, dental, and vision insurance

Paid time off

Job summary

Crawford Thomas Recruiting is seeking an experienced Financial Advisor in Toulon, IL to lead a wealth management division. This full-time, onsite role allows the advisor to manage an existing book of business while developing new client relationships through a strong referral pipeline. Ideal candidates may have 5+ years in financial services and must hold or be willing to obtain necessary licenses. The compensation includes a base salary of $60,000–$70,000 plus commission, along with comprehensive benefits and 401(k) matching.

Qualifications

• FINRA Series 7 and 66 licenses preferred.
• 5+ years of experience in financial services or consultative sales preferred.
• High level of professionalism, integrity, and coachability.

Responsibilities

• Manage and grow an existing book of business.
• Build new client relationships through bank referrals and community outreach.
• Create tailored financial strategies based on client goals.

Skills

Relationship-building

Communication skills

Sales experience

Coaching ability

Education

Bachelor’s degree

Tools

CRM systems

e-signature tools

Job description

Location: Toulon, IL (Onsite)

Compensation: $60,000–$70,000 base + commission

Overview

We are seeking a Financial Advisor to lead and grow a wealth management division within a well-established, community-focused financial institution.

This role offers the opportunity to step into an existing book of business while building new client relationships through a strong referral pipeline. You will be supported by an experienced team, structured training, and a client-first culture focused on long-term relationships—not transactional sales.

This Opportunity Is Ideal For

An experienced advisor ready to grow or lead a book of business
A strong sales professional looking to transition into financial services with training and support

What You’ll Do

• Manage and grow an existing book of business
• Build new client relationships through bank referrals, personal networks, and community outreach
• Develop and execute a strategic plan to grow the wealth management division
• Create tailored financial strategies based on client goals and needs
• Establish referral partnerships with key community and professional contacts

What Makes This Opportunity Stand Out

• Base salary + commission structure with significant earning potential
• Established advisors earning $250K+ annually
• Built‑in pipeline through a community bank (warm leads)
• Long‑term growth with training and mentorship
• Strong emphasis on relationship‑building and client trust
• Supportive, team‑oriented environment

Qualifications

• FINRA Series 7 and 66 licenses preferred
• Life & Health Insurance licenses preferred
• 5+ years of experience in financial services or consultative sales preferred
• Bachelor’s degree preferred
• Strong relationship‑building and communication skills
• Comfortable using technology (CRM systems, e‑signature tools, etc.)
• High level of professionalism, integrity, and coachability

Compensation & Benefits

• Base salary + commission (flexible for candidates with an existing book)
• 401(k) with company match
• Health, dental, and vision insurance
• Life and disability insurance
• Paid time off

Work Environment

Full‑time, onsite role Monday–Friday schedule with flexibility for client meetings
Community‑focused, relationship‑driven culture,