Hybrid Financial Planning Advisor - Relationship Focused

Career Crunch; Buffalo Grove (IL); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

401(k) matching

Health Insurance

Vision Insurance

Paid Time Off

Hybrid work

Job summary

Career Crunch seeks a motivated Lead Sales Advisor in Illinois to join our wealth management team. You will focus on meeting prospects, delivering financial planning recommendations, and converting opportunities into long-term client relationships, while our marketing and lead development teams generate qualified appointments.

You will work with planning and service teams to develop recommendations, guide prospects through decision-making, and help transition clients into ongoing relationships

Qualifications

• 3 to 5+ years of client-facing sales advisory experience in wealth management.
• Illinois Life and Health License.
• Series 65 or Series 66 with Series 7.
• Bachelor's degree.
• Strong sales and relationship-building skills.
• Excellent presentation and communication abilities.
• Strong understanding of retirement planning concepts.
• Ability to close new business opportunities ethically and consultatively.
• Detail-oriented and highly organized.
• CFP designation preferred.

Responsibilities

• Meet with prospective clients provided through marketing.
• Build trust and establish new client relationships.
• Conduct discovery meetings and fact-finding discussions.
• Identify client goals, concerns, opportunities, and planning needs.
• Present customized financial planning recommendations.
• Develop retirement, investment, and income planning strategies.
• Recommend investment advisory, annuity, insurance, and retirement planning solutions when appropriate.
• Acquire new assets under management and insurance business.
• Collaborate with planning and service teams to implement recommendations.
• Ensure compliance, suitability, documentation, and confidentiality requirements.
• Maintain established client communication and service standards.
• Maintain accurate CRM documentation and workflows.
• Meet annual production and business development goals.

Skills

Sales experience

Relationship-building

Presentation skills

Communication skills

Attention to detail

Organizational skills

Education

Bachelor's degree

CFP designation preferred

Job description

Career Crunch seeks a motivated Lead Sales Advisor in Illinois to join our wealth management team. You will focus on meeting prospects, delivering financial planning recommendations, and converting opportunities into long-term client relationships, while our marketing and lead development teams generate qualified appointments.

You will work with planning and service teams to develop recommendations, guide prospects through decision-making, and help transition clients into ongoing relationships