Lead Financial Planning Advisor — On-Site Wealth Management

Purple Cow Recruiting; Buffalo (IL); On-site; USD 91,000 - 150,000; Full time

Job summary

Heartline Staffing is recruiting a Lead Sales Advisor for a financial planning and wealth management opportunity in Buffalo Grove, Illinois. This role is designed for an experienced financial advisor who enjoys meeting prospective clients, building trust, and helping families make meaningful financial decisions.

The Lead Sales Advisor will focus on converting qualified prospects into long-term clients while delivering a consultative, fiduciary-focused planning experience.

Qualifications

• 3 Years Of Experience REQUIRED
• Bachelor's Degree REQUIRED
• Sales Experience REQUIRED
• Financial Planning Experience REQUIRED
• Wealth Management Experience REQUIRED
• Retirement Planning Experience REQUIRED

Responsibilities

• Meet with prospective clients and build trusted relationships.
• Deliver financial planning recommendations.
• Convert qualified prospects into long-term client relationships.
• Participate in a consultative, fiduciary-focused planning experience.
• Work closely with planning and service teams to develop recommendations.
• Guide prospects through the financial decision-making process.
• Help transition clients into long-term relationships.

Skills

Sales experience

Financial planning

Wealth management

Retirement planning

Education

Bachelor's degree

Job description

Heartline Staffing is recruiting a Lead Sales Advisor for a financial planning and wealth management opportunity in Buffalo Grove, Illinois. This role is designed for an experienced financial advisor who enjoys meeting prospective clients, building trust, and helping families make meaningful financial decisions.

The Lead Sales Advisor will focus on converting qualified prospects into long-term clients while delivering a consultative, fiduciary-focused planning experience.