Wealth Advisor: Grow Your Book & Lead Client Relationships

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

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.