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. 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