Lead Wealth Advisor - Trusted Financial Planning

HireReady Partners; Buffalo Grove (IL); On-site; USD 85,000 - 110,000; Full time

Job summary

HireReady Partners is seeking a Lead Sales Advisor in Buffalo Grove, IL, to guide clients through financial planning and wealth management. You will work with an experienced marketing team that generates 15–20 qualified appointments per week, allowing you to focus on understanding client goals and delivering tailored recommendations.

This role emphasizes fiduciary guidance and long-term relationships, with responsibilities including discovery meetings, presenting planning options, and converting

Qualifications

• Experienced Financial Advisor
• Fiduciary-focused planning experience
• Strong client relationship skills

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
• Recommend investment advisory, annuity, insurance, and retirement planning solutions when appropriate

Job description

HireReady Partners is seeking a Lead Sales Advisor in Buffalo Grove, IL, to guide clients through financial planning and wealth management. You will work with an experienced marketing team that generates 15–20 qualified appointments per week, allowing you to focus on understanding client goals and delivering tailored recommendations.

This role emphasizes fiduciary guidance and long-term relationships, with responsibilities including discovery meetings, presenting planning options, and converting