Lead Wealth Advisor & Client Relationships

Fox Point Recruitment LLC; Buffalo Grove (IL); Hybrid; USD 70,000 - 110,000; Full time

Benefits offered by this job

Competitive base salary

Bonus potential

Comprehensive benefits

Job summary

Fox Point Recruitment LLC is partnering with a leading financial institution in Buffalo Grove, IL to hire a Lead Sales Advisor in Financial Planning & Wealth Management. The role focuses on client meetings, fiduciary planning, and converting opportunities, with appointments provided by marketing and lead development teams.

Candidates should have 3 to 5+ years in financial planning or wealth management, hold Illinois Life and Health License, Series 65/66 with 7, bachelor's degree, and strong

Qualifications

• 3 to 5+ years of client-facing sales advisory experience in financial planning or wealth management
• Illinois Life and Health License
• Series 65 or Series 66 with Series 7
• Excellent presentation and communication abilities

Responsibilities

• 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
• Present customized financial planning recommendations
• Develop retirement, investment, and income planning strategies
• Collaborate with planning and service teams to implement recommendations

Skills

Client relationships

Sales skills

Communication

Presentation skills

Education

Bachelor's degree

Job description

Fox Point Recruitment LLC is partnering with a leading financial institution in Buffalo Grove, IL to hire a Lead Sales Advisor in Financial Planning & Wealth Management. The role focuses on client meetings, fiduciary planning, and converting opportunities, with appointments provided by marketing and lead development teams.

Candidates should have 3 to 5+ years in financial planning or wealth management, hold Illinois Life and Health License, Series 65/66 with 7, bachelor's degree, and strong