Sales Advisor - Morton, IL
Posted
Sales Advisor | Wealth Management
Location: Morton, IL
Build Relationships. Drive Growth. Shape Your Future.
The Opportunity
Ready to turn your business development talent into something bigger? Join a growing wealth management practice where entrepreneurial drive, meaningful client relationships, and professional growth come together.
This is an opportunity for an accomplished financial advisor to attract new clients, grow a book of business, and help build a thriving advisory practice alongside a collaborative, client-focused team.
This is more than a sales opportunity—it’s your chance to build a business, strengthen meaningful relationships, and help shape the future of a growing wealth management practice. Bring your ambition, turn opportunities into lasting partnerships, and make a meaningful impact on the financial futures of the clients you serve. If you’re ready to take ownership of your growth while working alongside a team that believes in shared success, this opportunity deserves your attention.
What You Will Do
- Generate, develop, and close new business opportunities through prospecting, referrals, networking, and relationship building.
- Build and grow a book of business by attracting affluent individuals and families.
- 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 strong referral network and implement strategies for sustainable business growth.
- Contribute to the continued expansion of the practice, with opportunities to mentor advisors and help lead a team as the business grows.
What You Will Bring
- 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; advanced credentials such as CFP® are a plus.
- An entrepreneurial mindset, strong work ethic, and results-driven approach.
- A collaborative attitude, professional humility, and openness to coaching and continuous improvement.
What Will Set You Apart
- A 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.
- The ability to balance sales performance with thoughtful, client-first financial guidance.
- The ambition to grow beyond individual production and help develop a successful advisory team.
- A team-first mindset that values collaboration, accountability, and shared success.
Benefits & Rewards
- 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.
- The opportunity to grow professionally within a collaborative, growth-oriented wealth management practice.