Wealth Management Sales Advisor — Grow Your Book

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

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.