Wealth Management Advisor: Grow Your Book & Lead Relationships

Advisor Talent Solutions; Morton (IL); Presencial; USD 120 000 - 210 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Health insurance

Dental and vision coverage

401(k) with employer matching

Paid time off and holidays

Educational reimbursement

Profit sharing and incentive trips

Resumo da oferta

Advisor Talent Solutions is partnering with a growing wealth management practice in Illinois to recruit an accomplished financial advisor. You will attract new clients, grow a book of business, and lead meetings to present tailored wealth strategies while delivering exceptional service.

You will collaborate with planning, marketing, and client service teams, cultivate a strong referral network, and mentor junior advisors as the practice expands, with ownership opportunities for high performers.

Qualificações

• 5–10 years of experience in financial advisory or wealth management.
• 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 licenses and credentials; CFP® is a plus.
• Entrepreneurial mindset with a collaborative, growth-focused approach.
• Willingness to coach and contribute to team development.

Responsabilidades

• 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.

Conhecimentos

Prospecting & closing

Relationship building

Financial planning

Communication skills

Client service

Formação académica

CFP certification preferred

Descrição da oferta de emprego

Advisor Talent Solutions is partnering with a growing wealth management practice in Illinois to recruit an accomplished financial advisor. You will attract new clients, grow a book of business, and lead meetings to present tailored wealth strategies while delivering exceptional service.

You will collaborate with planning, marketing, and client service teams, cultivate a strong referral network, and mentor junior advisors as the practice expands, with ownership opportunities for high performers.