Lead Financial Advisor - Growth with Full Support

SGL Financial, LLC; Buffalo Grove (IL); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

401(k) matching

Health insurance

Dental insurance

Vision insurance

Paid time off

Hybrid work schedule

Job summary

SGL Financial, LLC is seeking an experienced Lead Sales Advisor in Illinois to meet prospective clients, build trust, and guide families through financial planning decisions. The role features a firm-backed marketing and lead-development system delivering 15-20 qualified appointments weekly, enabling you to focus on planning recommendations and closing new business.

Ideal candidates hold 3-5+ years in wealth management, Illinois Life/Health license, Series 65/66 and 7, and a Bachelor’s degree.

Qualifications

• 3-5+ years of experience in financial planning, wealth management, or advisory services.
• Illinois Life and Health License
• Series 65 or Series 66 & 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

Responsibilities

• Serve as a positive ambassador of the SGL Financial brand at all times.
• Meet with prospective clients provided through marketing and lead-generation systems.
• 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 initial retirement, investment, and income planning strategies.
• Acquire new assets under management and insurance business for the firm.
• Collaborate with planning and service teams to implement recommendations.
• Meet annual production and business development goals.

Skills

Sales skills

Relationship-building

Communication

Financial planning

Education

Bachelor's Degree

Job description

SGL Financial, LLC is seeking an experienced Lead Sales Advisor in Illinois to meet prospective clients, build trust, and guide families through financial planning decisions. The role features a firm-backed marketing and lead-development system delivering 15-20 qualified appointments weekly, enabling you to focus on planning recommendations and closing new business.

Ideal candidates hold 3-5+ years in wealth management, Illinois Life/Health license, Series 65/66 and 7, and a Bachelor’s degree.