Lead Sales Advisor | Financial Planning & Wealth Management 91k-110k base
Job Location:
Buffalo, IA - USA
Yearly Salary:
Posted:
Application Deadline:
Vacancies:
Job Summary
Lead Sales Advisor Financial Planning & Wealth Management
Full-Time On-Site Buffalo Grove IL
Dana Gudermuth
Senior Recruiter Heartline Staffing
Call or Text:
Email:
Prefer a confidential conversation instead of applying Call or text Dana directly at .
Heartline Staffing is recruiting a Lead Sales Advisor for a financial planning and wealth management opportunity in Buffalo Grove Illinois. This role is designed for an experienced financial advisor who enjoys meeting prospective clients building trust and helping families make meaningful financial decisions.
POSITION OVERVIEW
The Lead Sales Advisor will focus on converting qualified prospects into long-term clients while delivering a consultative fiduciary-focused planning experience.
Unlike many advisory firms this role does not require responsibility for prospecting or lead generation. Dedicated marketing and lead development teams generate and schedule qualified appointments on behalf of advisors. Advisors can generally expect approximately 15 to 20 appointments per week.
The Lead Sales Advisor will work closely with planning and service teams to develop recommendations guide prospects through the decision-making process and help transition clients into long-term relationships.
ROLE
Meet with prospective clients and build trusted relationships.
Deliver financial planning recommendations.
Convert qualified prospects into long-term client relationships.
Participate in a consultative fiduciary-focused planning experience.
Work closely with planning and service teams to develop recommendations.
Guide prospects through the financial decision-making process.
Help transition clients into long-term relationships.
APPOINTMENT SUPPORT
Dedicated marketing and lead development teams generate and schedule qualified appointments.
Advisors can generally expect approximately 15 to 20 appointments per week.
COMPENSATION
Base Compensation: $91000-$110000
Total Compensation: $120000-$150000 in the first year
Total compensation grows beyond the first year.
A $110000 base salary is associated with having a CFP.
WORK ARRANGEMENT
On-site in Buffalo Grove IL
Relocation assistance is not provided.
Visa sponsorship is not available.
Requirements
3 Years Of Experience REQUIRED
Bachelors Degree REQUIRED
Sales Experience REQUIRED
Financial Planning Experience REQUIRED
Wealth Management Experience REQUIRED
Retirement Planning Experience REQUIRED
Not ready to formally apply Thats completely fine. Many financial professionals prefer a confidential conversation first.
Call or text Dana directly at .
Email:
Required Experience:
Unclear Seniority
