Lead Wealth Advisor: Client-Focused Financial Planning

Fox Point Recruitment LLC; Buffalo Grove (IL); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health Insurance

401(k) retirement plan with company-m

Job summary

Fox Point Recruitment LLC is seeking a Lead Sales Advisor (Financial Planning & Wealth Management) for a hybrid/onsite position in Buffalo Grove, IL. The role focuses on meeting prospects, delivering fiduciary financial planning, and converting opportunities into long-term client relationships.

The position benefits from dedicated marketing and lead development support, with advisors handling consultations and planning recommendations. A strong sales background and licenses are essential.

Qualifications

• 3 to 5+ years of experience working with clients in financial planning or wealth management
• Illinois Life and Health License
• Series 65 or Series 66 & Series 7 combination
• 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

Responsibilities

• Meet with prospective clients provided through the firm's 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
• Collaborate with planning and service teams to implement recommendations
• Maintain accurate CRM documentation and workflows
• Meet annual production and business development goals

Skills

Sales and relationship-building

Presentation skills

Communication abilities

Close new business opportunities

Detail-oriented

Education

Bachelor's degree

Job description

Fox Point Recruitment LLC is seeking a Lead Sales Advisor (Financial Planning & Wealth Management) for a hybrid/onsite position in Buffalo Grove, IL. The role focuses on meeting prospects, delivering fiduciary financial planning, and converting opportunities into long-term client relationships.

The position benefits from dedicated marketing and lead development support, with advisors handling consultations and planning recommendations. A strong sales background and licenses are essential.