FINANCIAL INVESTMENT SALES EXECUTIVE | Chicago

CRD Careers (Independent Recruiters) • Chicago, IL

2d • $125,000 - $200,000 • Onsite

About The Position

We connect growth-minded companies with high-impact professionals who drive real results. Whether you're building a team or building a career, our approach is precise, people-first, and built for long-term success. We don’t do buzzwords—we do outcomes. If you’ve built relationships with affluent clients and know how to generate new business, this is a serious opportunity to level up. We’re partnered with a premier global asset management firm seeking a Financial Investment Sales Executive / Wealth Management Advisor.

Requirements

• 5+ years in financial services sales or wealth management
• Proven track record of new client acquisition
• Experience working with affluent or high-net-worth clients
• Background with a major financial firm or banking institution
• Must be based in the local market

Responsibilities

• Develop new client relationships through networking and referrals
• Work with high-net-worth / affluent clients
• Build and grow a strong book of business
• Leverage centers of influence to drive new opportunities
• Maintain and deepen existing client relationships

Benefits

• Base salary $175K–$250K
• No overnight travel
• Strong internal support and training

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed