Senior Wealth Advisor (Hybrid) - 15-20 Appointments/Week

Purple Cow Recruiting; Buffalo Grove (IL); Presencial; USD 91.000 - 110.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical insurance

Dental insurance

Vision insurance

401(k) retirement plan

Paid holidays

Paid time off

Descripción de la vacante

Heartline Staffing in Buffalo Grove, IL seeks a Lead Sales Advisor to convert qualified prospects into long-term clients within a fiduciary-focused financial planning environment. The role is onsite, full-time, with marketing-led lead generation and a calendar of appointments.

The ideal candidate has 3–5+ years in client-facing wealth management, holds a Life & Health license, and possesses Series 65/66 with Series 7.

Formación

• 3-5+ years of experience with clients in financial planning or wealth management.
• 3-5 years of client-facing sales advisory experience within the wealth management industry.
• Illinois Life and Health license required.
• Series 65 OR Series 66 with Series 7 required.
• Bachelor's Degree required.

Responsabilidades

• Meet with prospective clients provided through marketing; build trust and convert opportunities into clients.
• Conduct discovery and fact-finding discussions; identify goals and planning needs.
• Present customized financial planning recommendations and retirement/income planning strategies.
• Develop initial retirement and investment planning strategies; advise on advisory solutions when appropriate.
• Guide prospects through the decision-making process and transition new clients into ongoing relationships.

Conocimientos

Client-facing sales

Relationship-building

Presentation skills

Communication skills

Retirement planning knowledge

Educación

Bachelor's degree

Illinois Life & Health license

Series 65 or 66 with Series 7

Series 7

Descripción del empleo

Heartline Staffing in Buffalo Grove, IL seeks a Lead Sales Advisor to convert qualified prospects into long-term clients within a fiduciary-focused financial planning environment. The role is onsite, full-time, with marketing-led lead generation and a calendar of appointments.

The ideal candidate has 3–5+ years in client-facing wealth management, holds a Life & Health license, and possesses Series 65/66 with Series 7.