Lead Sales Advisor

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. Unlike many advisory firms, you will not be responsible for prospecting or lead generation. Our dedicated marketing and lead development teams generate and schedule qualified appointments on your behalf. Advisors can generally expect approximately 15 to 20 appointments per week, allowing them to focus on meeting prospects, delivering financial planning recommendations, and converting opportunities into long-term client relationships. 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. Key Responsibilities As a Lead Sales Advisor, your primary objective is to convert qualified prospects into long-term clients while delivering a consultative, fiduciary-focused planning experience. Core Responsibilities Meet with prospective clients provided through the firm's marketing and lead generation systemsBuild trust and establish new client relationshipsConduct discovery meetings and fact-finding discussionsIdentify client goals, concerns, opportunities, and planning needsPresent customized financial planning recommendationsDevelop initial retirement, investment, and income planning strategiesRecommend investment advisory, annuity, insurance, and retirement planning solutions when appropriateAcquire new assets under management and insurance businessCollaborate with planning and service teams to implement recommendationsEnsure all compliance, suitability, documentation, and confidentiality requirements are metMaintain established client communication and service standardsMaintain accurate CRM documentation and workflowsMeet annual production and business development goals What Makes This Opportunity Different? Most advisory firms expect advisors to spend substantial time prospecting, cold calling, networking, and generating their own opportunities. In This Role Dedicated Lead Development Specialists generate qualified opportunitiesMarketing campaigns are company-fundedAppointments are scheduled directly into your calendarYou focus on meeting prospects and building relationshipsPlanning and service support teams help manage ongoing client needsAdvisors spend more time advising and less time prospecting Required 3 to 5+ years of experience working with clients in financial planning, wealth management, or advisory servicesIllinois Life and Health LicenseSeries 65 or Series 66 & Series 7 combinationBachelor's degreeStrong sales and relationship-building skillsExcellent presentation and communication abilitiesStrong understanding of retirement planning conceptsAbility to close new business opportunities ethically and consultativelyDetail-oriented and highly organized Preferred Certified Financial Planner™ (CFP®) designation Compensation & Growth We believe that taking care of our team is the foundation of a strong, thriving organization. We are committed to supporting employee well-being, professional growth, and long-term success. Our compensation and benefits package is designed to reward contributions and help build a fulfilling career. What We Offer Competitive base salary with team-based bonus structureClear career growth and advancement opportunitiesMentoring and hands-on guidance from leadershipOngoing learning and professional development opportunitiesSponsorship of industry-related certifications, designations, and educational programs after six months of employmentSupportive, family-oriented culture that values collaboration and personal development Work-Life Balance Paid Time Off & Holidays PTO begins at 15 paid days annually, with increased accrual based on tenurePaid holidays, including:New Year's DayMartin Luther King Jr. DayPresidents' DayGood FridayMemorial DayJuneteenthIndependence DayLabor DayThanksgiving DayChristmas Day Business Hours Monday through Thursday: 9:00 AM to 5:00 PMFriday: 9:00 AM to 2:30 PM once high-priority tasks are completedPaid lunch hour Flexible Work Options Hybrid work schedule eligibility after six months of employment, subject to role requirements and management approvalFamily Flex Work-From-Home Program with up to two flexible remote work days per monthEmployees who opt out of the hybrid program may be eligible for an additional five PTO days annually Health & Wellness Benefits Medical and dental insurance with company contribution toward employee premiumsVision insuranceSpouse and dependent coverage available401(k) retirement plan with company match eligibility after six months of employment Office Perks Complimentary snacks and beveragesPremium coffee offeringsPositive, supportive work environmentMonthly company-paid lunches, team outings, and social eventsRecognition-focused culture that values employee contributions Benefits 401(k)401(k) MatchingHealth InsuranceDental InsuranceVision InsurancePaid Time Off Experience Required 3 to 5 years of client-facing sales advisory experience within the wealth management industry Required Licenses & Certifications Life Insurance LicenseSeries 65 or Series 66 with Series 7CFP® designation preferred Skills: financial planning,wealth,wealth management,health,management