Lead Sales Advisor, Financial Planning and Wealth Management

Job overview

The Lead Sales Advisor, Financial Planning and Wealth Management is an onsite role in Buffalo Grove, IL, with base compensation of $91,000–$110,000 per year and stated first-year total compensation of $120,000–$150,000. Heartline Staffing is recruiting for a financial planning and wealth management opportunity. The advisor converts qualified prospects into long-term client relationships through fiduciary-focused planning, recommendations, and guidance. Dedicated marketing and lead development teams generate and schedule appointments, allowing the advisor to focus on client conversations and planning.

What you'll do

• Meet prospective clients and build trusted relationships
• deliver financial planning recommendations
• guide prospects through financial decisions
• work with planning and service teams to develop recommendations
• convert qualified prospects into long-term clients
• and support client transitions into ongoing relationships.

What we're looking for

Skills & competencies

lead sales advisor

financial planning

wealth management

retirement planning

client relationships

fiduciary-focused planning

qualified appointments

onsite

buffalo grove il

heartline staffing

$91k–$110k base

$120k–$150k first-year total

Work arrangement

• Weekend coverage required

Benefits & perks

• Relocation assistance and visa sponsorship are not provided.

Why this role

Dedicated marketing and lead development teams schedule qualified appointments; advisors can generally expect approximately 15–20 appointments per week.

About the employer

Purple Cow Recruiting is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.