Sales Advisor - Morton, IL

Advisors Excel, LLC; Morton (IL); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Health insurance

Dental and vision coverage

401(k) with employer match

Paid time off

9 paid holidays

Educational reimbursement

Profit sharing opportunities

Advisor incentive trips

Job summary

Advisors Excel, LLC is looking for an accomplished financial advisor to attract new clients and grow a thriving advisory practice in a collaborative team setting. You will build long‑term relationships, deliver personalized wealth strategies, and lead meetings to uncover client needs.

You will collaborate with planning, marketing, and operations to provide seamless service while mentoring newer advisors as the firm grows.

Qualifications

• 5–10 years of experience in financial advisory or wealth management.
• Licenses and credentials in financial services; CFP is a plus.
• Proven track record of prospecting, acquiring new clients, and closing business.

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 wealth management strategies.
• Develop long-term client relationships centered on trust and service.
• Collaborate with planning, marketing, operations, and client service teams to deliver a seamless client experience.
• Grow the practice with referrals and mentorship as the firm expands.

Skills

Relationship building

Sales in financial services

Communication

Negotiation

Prospecting

Financial planning

Education

CFP certification

Series 7/63 licenses

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.