Sales Advisor - Morton, IL

Advisor Talent Solutions; Morton (IL); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health insurance

Dental/vision coverage

401(k) match

Paid time off

Holidays

Education reimbursement

Profit sharing

Growth opportunities

Job summary

Advisor Talent Solutions in Morton, IL is seeking a Sales Advisor in Wealth Management to turn business development into a thriving advisory practice. You will attract affluent clients, lead meetings, and tailor wealth strategies, all while delivering exceptional service.

The role emphasizes building relationships, growing a book of business, and collaborating with planning, marketing, operations, and client service teams.

Qualifications

• 5–10 years of experience in financial advisory or wealth management.
• Proven track record of prospecting and closing clients.
• Knowledge of financial planning and wealth management strategies.
• Licenses and credentials in the industry; CFP is a plus.

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

Relationship building

Client presentations

Negotiation

Financial planning knowledge

Communication skills

Team collaboration

Education

Financial licenses/credentials

Job description

Location: Morton, IL

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.

Sales Advisor | Wealth Management

Location: Morton, IL

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.