Lead Sales Advisor — Financial Planning and Wealth Management

Job overview

The Lead Sales Advisor role is onsite in Buffalo Grove, IL, with hybrid eligibility after six months subject to role requirements and management approval. Compensation is described as negotiable; the posting also mentions a competitive base salary with a team-based bonus structure but gives no numeric amount. The role supports a financial planning and wealth management team. The advisor meets qualified prospects, identifies their financial goals and needs, presents customized planning recommendations, and helps convert prospects into long-term clients. Dedicated lead development and planning and service teams support the advisor’s client-facing work.

What you'll do

• Meet prospects generated through the firm’s marketing and lead systems
• build client relationships
• conduct discovery and fact-finding
• identify goals and planning needs
• present customized recommendations
• develop initial retirement, investment, and income strategies
• recommend appropriate investment, annuity, insurance, and retirement solutions
• acquire assets under management and insurance business
• collaborate with planning and service teams
• meet compliance and documentation requirements
• maintain CRM records and production goals.

What we're looking for

Skills & competencies

lead sales advisor

financial planning

wealth management

client relationships

retirement planning

investment advisory

buffalo grove il

fox point recruitment

hybrid eligibility after six months

Work arrangement

• Weekend coverage required

Benefits & perks

• Competitive base salary with team-based bonus structure
• career advancement
• mentoring
• professional development and certification sponsorship after six months
• PTO and paid holidays
• hybrid eligibility after six months
• medical, dental, and vision insurance
• 401(k) match eligibility after six months.

Why this role

Qualified appointments are scheduled by dedicated lead development teams, allowing advisors to focus on client meetings and relationship building rather than prospecting.

About the employer

Fox Point Recruitment LLc is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.