Sales Advisor - Morton, IL

Advisor Employee Services • Morton, IL

5d

About The Position

The Sales Advisor will help grow a wealth management practice by attracting new clients, developing a book of business, and building lasting client relationships. The role focuses on business development and personalized wealth management guidance for affluent individuals and families, while partnering with a collaborative team to deliver a seamless client experience. As the practice expands, there may be opportunities to mentor advisors and help lead a team.

Requirements

• Approximately 5–10 years of experience in financial advisory, wealth management, or a related financial services role.
• A proven track record of prospecting, acquiring new clients, and closing business.
• Strong knowledge of financial planning and wealth management strategies.
• Excellent communication, presentation, negotiation, and relationship-building skills.
• Relevant industry licenses and credentials.
• An entrepreneurial mindset, strong work ethic, and results-driven approach.
• A collaborative attitude, professional humility, and openness to coaching and continuous improvement.

Nice To Haves

• Advanced credentials such as CFP®.
• Demonstrated ability to turn prospects into loyal, long-term clients.
• A strong referral network and consistent business development strategy.
• Experience working with affluent individuals and families.
• Ability to balance sales performance with thoughtful, client-first financial guidance.
• Ambition to grow beyond individual production and help develop a successful advisory team.
• A team-first mindset that values collaboration, accountability, and shared success.

Responsibilities

• Generate, develop, and close new business through prospecting, referrals, networking, and relationship building.
• Attract affluent individuals and families and build and grow a book of business.
• 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 referral network and implement strategies for sustainable business growth.
• Contribute to practice expansion, with potential opportunities to mentor advisors and help lead a team.

Benefits

• Competitive base compensation with commission and/or revenue-sharing opportunities.
• Employer contribution toward health insurance.
• Dental and vision coverage options.
• 401(k) with an employer matching contribution.
• Approximately three weeks of paid time off and nine paid holidays.
• Potential educational reimbursement and professional development opportunities.
• Potential firm-wide profit sharing and advisor incentive trips.
• Opportunity to grow professionally within a collaborative, growth-oriented wealth management practice.

What This Job Offers

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