Lead Sales Advisor (Financial Planning & Wealth Management) Are you an experienced Financial Advisor who thrives on meeting prospective clients, building trust, and helping families make meaningful financial decisions? We are seeking a motivated and client-focused Lead Sales Advisor to join our growing team. This role is ideal for an advisor who enjoys the relationship-building and sales aspects of financial planning while leveraging a proven process and strong operational support. You 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. Required 3 to 5+ years of experience working with clients in financial planning, wealth management, or advisory services Illinois Life and Health License Series 65 or Series 66 & Series 7 combination Bachelor's degree Strong sales and relationship-building skills Excellent presentation and communication abilities Strong understanding of retirement planning concepts Ability to close new business opportunities ethically and consultatively Detail-oriented and highly organized Preferred Certified Financial Planner™ (CFP®) designation Experience Required 3 to 5 years of client-facing sales advisory experience within the wealth management industry Required Licenses & Certifications Life Insurance License Series 65 or Series 66 with Series 7 CFP® designation preferred

Work Location:

In person