Strategic Wealth Advisor for High-Net-Worth Clients

Lenox Advisors, Inc.; Chicago (IL); On-site; USD 60,000 - 90,000; Full time

Job summary

Lenox Advisors, Inc. is a premier wealth and insurance advisory firm that serves high-net-worth individuals and families.

We are fiduciaries with an entrepreneurial spirit, focused on putting clients first in a collaborative environment where professionals can grow their business. We are expanding nationally and looking for ambitious Sales Professionals to develop new client opportunities across wealth management, insurance, asset and retirement planning, and education funding.

Qualifications

• Bachelor's degree or equivalent career change.
• Strong client service orientation and communication skills.
• Ability to build trust and long-term client relationships.
• Experience in sales or relationship management is preferred.
• Open to training and obtaining required FINRA licenses.

Responsibilities

• Proactively build and maintain strong client relationships with timely, value-added information and recommendations.
• Meet with new and existing clients daily to understand goals and present customized recommendations.
• Deliver trusted advice to earn referrals and enhance client loyalty.
• Network regularly to grow referrals and deepen client relationships.
• Serve as the primary contact for clients and respond promptly to questions.
• Collaborate with the team to drive a 'one team' approach and client loyalty.

Skills

Client relationship management

Interpersonal & communication skills

Sales / business development

Self-starter / results-driven

Willingness to learn

Education

Bachelor's degree

Tools

FINRA Series 6/7/63 licensing

State Variable Life & Health License (with training)

Job description

Lenox Advisors, Inc. is a premier wealth and insurance advisory firm that serves high-net-worth individuals and families.

We are fiduciaries with an entrepreneurial spirit, focused on putting clients first in a collaborative environment where professionals can grow their business. We are expanding nationally and looking for ambitious Sales Professionals to develop new client opportunities across wealth management, insurance, asset and retirement planning, and education funding.