Financial Advisor - Downtown Chicago

Lenox Advisors, Inc.; Chicago (IL); On-site; USD 60,000 - 90,000; Full time

Job summary

Lenox Advisors, Inc. is a premier wealth and insurance advisory firm that serves high-net-worth individuals and families.

We are fiduciaries with an entrepreneurial spirit, focused on putting clients first in a collaborative environment where professionals can grow their business. We are expanding nationally and looking for ambitious Sales Professionals to develop new client opportunities across wealth management, insurance, asset and retirement planning, and education funding.

Qualifications

• Bachelor's degree or equivalent career change.
• Strong client service orientation and communication skills.
• Ability to build trust and long-term client relationships.
• Experience in sales or relationship management is preferred.
• Open to training and obtaining required FINRA licenses.

Responsibilities

• Proactively build and maintain strong client relationships with timely, value-added information and recommendations.
• Meet with new and existing clients daily to understand goals and present customized recommendations.
• Deliver trusted advice to earn referrals and enhance client loyalty.
• Network regularly to grow referrals and deepen client relationships.
• Serve as the primary contact for clients and respond promptly to questions.
• Collaborate with the team to drive a 'one team' approach and client loyalty.

Skills

Client relationship management

Interpersonal & communication skills

Sales / business development

Self-starter / results-driven

Willingness to learn

Education

Bachelor's degree

Tools

FINRA Series 6/7/63 licensing

State Variable Life & Health License (with training)

Job description

Lenox Advisors is a premier wealth and insurance advisory firm providing solutions for high-net-worth individuals and their families. We are professional fiduciaries with an entrepreneurial spirit. For our professionals, that means keeping our clients at the center of everything we do while also maintaining a collegial and collaborative environment in which everyone can contribute, develop relationships, and further build their business.

With a national footprint, Lenox is continually looking for ambitious, experienced Sales Professionals, who will be responsible for developing new client opportunities across the wealth management spectrum including insurance, asset management, risk management, estate planning, retirement planning, children’s college education, etc.

Responsibilities

What you’ll be doing:

• Proactively establish, develop, and maintain strong client relationships through regular contact and by providing timely, value-added information, advice, and recommendations.
• Engage with several new and existing clients every day to understand their long-term goals and objectives and their short-term needs, present customized recommendations, offer advice, and complete sales.
• Build client loyalty by providing an exceptional client experience through delivering trusted advice resulting in earned referrals from your clients and friends.
• Network regularly with existing clients and referrals to build relationships and gain referral business.
• Be your clients’ main point of contact and be accountable for responding to their questions and concerns.
• Be part of a broader team all working together to build client loyalty through a “one team” approach.

Qualifications

What we’re looking for:

• The Lenox brand represents a caring, creative, and passionate family of professionals. It’s important that your values align to ours – trust, teamwork, and accountability.
• Willingness to learn. Our training and development are derived from actionable lessons that have been tested by others in the firm and are relevant to current client needs.
• A passion for client service. You enjoy talking with clients and are interested in getting to know them and helping them achieve their goals.
• Well-developed interpersonal and communication skills including the ability to quickly engage and connect, actively listen, empathize, ask questions, and respond in a language that clients understand.
• Your unique perspective. Finance may not be your background, but we often found our best advisors may have experience in:
• Sales, business development, or relationship management
• Executive leadership
• Former athletes
• Military background
• You’re a results-driven, highly motivated, self-starter
• Bachelor's degree and/or career changer
• Ability to obtain, with training, State Variable Life & Health License and
• FINRA licensing including Series 6 or Series 7, Series 63