{"schemaVersion":"jobsearcher.job.v1","id":"1c1afbb60fdc11fdfd0dc8a8","url":"https://jobsearcher.com/jobs/1c1afbb60fdc11fdfd0dc8a8","canonicalUrl":"https://jobsearcher.com/jobs/1c1afbb60fdc11fdfd0dc8a8","title":"Lead Sales Advisor","description":"*Lead Sales Advisor (Financial Planning & Wealth Management)*\n\n*Are you an experienced Financial Advisor who thrives on meeting prospective clients, building trust, and helping families make meaningful financial decisions?*\n\nWe are seeking a motivated and client-focused *Lead Sales Advisor* to join our growing team.\n\nThis 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.\n\n*Required*\n\n* 3 to 5+ years of experience working with clients in financial planning, wealth management, or advisory services\n* Illinois Life and Health License\n* Series 65 or Series 66 & Series 7 combination\n* Bachelor's degree\n* Strong sales and relationship-building skills\n* Excellent presentation and communication abilities\n* Strong understanding of retirement planning concepts\n* Ability to close new business opportunities ethically and consultatively\n* Detail-oriented and highly organized\n\n*Preferred*\n\n* Certified Financial Planner™ (CFP®) designation\n\n*Experience Required*\n\n* 3 to 5 years of client-facing sales advisory experience within the wealth management industry\n\n*Required Licenses & Certifications*\n\n* Life Insurance License\n* Series 65 or Series 66 with Series 7\n* CFP® designation preferred\n\nWork Location: In person","company":"Technosphere","rawCompany":"technosphere","city":"Buffalo Grove","state":"IL","isRemote":false,"isActive":false,"createdAt":"2026-09-11T09:16:20.885Z","occupations":[{"code":"13-2052.00","title":"Personal Financial Advisors","slug":"personal-financial-advisors"},{"code":"41-3091.00","title":"Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel","slug":"sales-representatives-of-services-except-advertising-insurance-financial-services-and-travel"},{"code":"41-3031.00","title":"Securities, Commodities, and Financial Services Sales Agents","slug":"securities-commodities-and-financial-services-sales-agents"}],"industries":[{"code":"523940","title":"Portfolio Management and Investment Advice","slug":"portfolio-management-and-investment-advice"},{"code":"523999","title":"Miscellaneous Financial Investment Activities","slug":"miscellaneous-financial-investment-activities"},{"code":"524210","title":"Insurance Agencies and Brokerages","slug":"insurance-agencies-and-brokerages"}],"jobPosting":{"@context":"https://schema.org","@type":"JobPosting","title":"Lead Sales Advisor","description":"*Lead Sales Advisor (Financial Planning & Wealth Management)*\n\n*Are you an experienced Financial Advisor who thrives on meeting prospective clients, building trust, and helping families make meaningful financial decisions?*\n\nWe are seeking a motivated and client-focused *Lead Sales Advisor* to join our growing team.\n\nThis 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.\n\n*Required*\n\n* 3 to 5+ years of experience working with clients in financial planning, wealth management, or advisory services\n* Illinois Life and Health License\n* Series 65 or Series 66 & Series 7 combination\n* Bachelor's degree\n* Strong sales and relationship-building skills\n* Excellent presentation and communication abilities\n* Strong understanding of retirement planning concepts\n* Ability to close new business opportunities ethically and consultatively\n* Detail-oriented and highly organized\n\n*Preferred*\n\n* Certified Financial Planner™ (CFP®) designation\n\n*Experience Required*\n\n* 3 to 5 years of client-facing sales advisory experience within the wealth management industry\n\n*Required Licenses & Certifications*\n\n* Life Insurance License\n* Series 65 or Series 66 with Series 7\n* CFP® designation preferred\n\nWork Location: In person","datePosted":"2026-09-11T09:16:20.885Z","dateModified":"2026-09-11T09:16:20.885Z","hiringOrganization":{"@type":"Organization","name":"Technosphere","sameAs":"https://jobsearcher.com"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Buffalo Grove","addressRegion":"IL","addressCountry":"US"}},"identifier":{"@type":"PropertyValue","name":"JobSearcher","value":"1c1afbb60fdc11fdfd0dc8a8"},"url":"https://jobsearcher.com/jobs/1c1afbb60fdc11fdfd0dc8a8"}}