Lead Wealth Planner - Client Growth

MetaOption, LLC; Buffalo Grove (IL); Hybrid; USD 80,000 - 110,000; Full time

Benefits offered by this job

Competitive base salary

Team-based bonus

Hybrid work options

Certifications sponsorship after six %

Professional development

Job summary

MetaOption, LLC seeks a driven Lead Sales Advisor to grow and maintain client relationships within financial planning and wealth management. You will work with a supportive marketing and lead development team, converting qualified opportunities into lasting client engagements.

The role emphasizes consultative planning, fiduciary guidance, and collaboration with planning and service teams to deliver tailored retirement and investment strategies while meeting annual production goals.

Qualifications

• 3 to 5+ years of client-facing financial planning or wealth management experience.
• Illinois Life and Health License.
• Series 65 or Series 66 and Series 7 combined.
• Bachelor’s degree.
• Strong sales and relationship-building 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.
• Acquire new assets under management and insurance business.
• Collaborate with planning and service teams to implement recommendations.
• Ensure all compliance, suitability, documentation, and confidentiality requirements are met.
• Maintain established client communication and service standards.
• Maintain accurate CRM documentation and workflows.
• Meet annual production and business development goals.

Skills

sales

retirement planning

financial planning

wealth management

Education

Bachelor’s degree

Job description

MetaOption, LLC seeks a driven Lead Sales Advisor to grow and maintain client relationships within financial planning and wealth management. You will work with a supportive marketing and lead development team, converting qualified opportunities into lasting client engagements.

The role emphasizes consultative planning, fiduciary guidance, and collaboration with planning and service teams to deliver tailored retirement and investment strategies while meeting annual production goals.