Sales Advisor

Advisor Talent Solutions; Morton (IL); On-site; USD 120,000 - 210,000; Full time

Benefits offered by this job

Health insurance

Dental and vision coverage

401(k) with employer matching

Paid time off and holidays

Educational reimbursement

Profit sharing and incentive trips

Job summary

Advisor Talent Solutions is partnering with a growing wealth management practice in Illinois to recruit an accomplished financial advisor. You will attract new clients, grow a book of business, and lead meetings to present tailored wealth strategies while delivering exceptional service.

You will collaborate with planning, marketing, and client service teams, cultivate a strong referral network, and mentor junior advisors as the practice expands, with ownership opportunities for high performers.

Qualifications

• 5–10 years of experience in financial advisory or wealth management.
• Proven track record of prospecting, acquiring new clients, and closing business.
• Strong knowledge of financial planning and wealth management strategies.
• Excellent communication, presentation, negotiation, and relationship-building skills.
• Relevant licenses and credentials; CFP® is a plus.
• Entrepreneurial mindset with a collaborative, growth-focused approach.
• Willingness to coach and contribute to team development.

Responsibilities

• Generate, develop, and close new business opportunities through prospecting, referrals, networking, and relationship building.
• Build and grow a book of business by attracting affluent individuals and families.
• Lead prospect meetings, uncover financial needs, and present personalized wealth management strategies.
• Develop long-term client relationships centered on trust, financial planning, and exceptional service.
• Collaborate with financial planning, marketing, operations, and client service teams to deliver a seamless client experience.
• Build a strong referral network and implement strategies for sustainable business growth.
• Contribute to the continued expansion of the practice, with opportunities to mentor advisors and help lead a team as the business grows.

Skills

Prospecting & closing

Relationship building

Financial planning

Communication skills

Client service

Education

CFP certification preferred

Job description

Build Relationships. Drive Growth. Shape Your Future.

The Opportunity

Ready to turn your business development talent into something bigger? Join a growing wealth management practice where entrepreneurial drive, meaningful client relationships, and professional growth come together.

This is an opportunity for an accomplished financial advisor to attract new clients, grow a book of business, and help build a thriving advisory practice alongside a collaborative, client-focused team.

This is more than a sales opportunity—it’s your chance to build a business, strengthen meaningful relationships, and help shape the future of a growing wealth management practice.

Bring your ambition, turn opportunities into lasting partnerships, and make a meaningful impact on the financial futures of the clients you serve. If you’re ready to take ownership of your growth while working alongside a team that believes in shared success, this opportunity deserves your attention.

What You Will Do

• Generate, develop, and close new business opportunities through prospecting, referrals, networking, and relationship building.
• Build and grow a book of business by attracting affluent individuals and families.
• Lead prospect meetings, uncover financial needs, and present personalized wealth management strategies.
• Develop long-term client relationships centered on trust, financial planning, and exceptional service.
• Collaborate with financial planning, marketing, operations, and client service teams to deliver a seamless client experience.
• Build a strong referral network and implement strategies for sustainable business growth.
• Contribute to the continued expansion of the practice, with opportunities to mentor advisors and help lead a team as the business grows.

What You Will Bring

• Approximately 5–10 years of experience in financial advisory, wealth management, or a related financial services role.
• A proven track record of prospecting, acquiring new clients, and closing business.
• Strong knowledge of financial planning and wealth management strategies.
• Excellent communication, presentation, negotiation, and relationship-building skills.
• Relevant industry licenses and credentials; advanced credentials such as CFP® are a plus.
• An entrepreneurial mindset, strong work ethic, and results-driven approach.
• A collaborative attitude, professional humility, and openness to coaching and continuous improvement.

What Will Set You Apart

• A demonstrated ability to turn prospects into loyal, long-term clients.
• A strong referral network and consistent business development strategy.
• Experience working with affluent individuals and families.
• The ability to balance sales performance with thoughtful, client-first financial guidance.
• The ambition to grow beyond individual production and help develop a successful advisory team.
• A team-first mindset that values collaboration, accountability, and shared success.

Benefits & Rewards

• Competitive base compensation with commission and/or revenue-sharing opportunities.
• Employer contribution toward health insurance.
• Dental and vision coverage options.
• 401(k) with an employer matching contribution.
• Approximately three weeks of paid time off and nine paid holidays.
• Potential educational reimbursement and professional development opportunities.
• Potential firm-wide profit sharing and advisor incentive trips.
• The opportunity to grow professionally within a collaborative, growth-oriented wealth management practice.