Lead Wealth Advisor & Client Relationships
fox point recruitmentBuffalo Grove, IL
Lead Wealth Advisor & Client Relationships
fox point recruitmentBuffalo Grove, IL
yesterday
Occupations
Personal Financial AdvisorsSales Representatives of Services, Except Advertising, Insurance, Financial Services, and TravelSecurities, Commodities, and Financial Services Sales AgentsIndustries
Portfolio Management and Investment AdviceInsurance Agencies and BrokeragesEmployment Placement AgenciesAbout the role
Fox Point Recruitment LLC is partnering with a leading financial institution in Buffalo Grove, IL to hire a Lead Sales Advisor in Financial Planning & Wealth Management. The role focuses on client meetings, fiduciary planning, and converting opportunities, with appointments provided by marketing and lead development teams.
Candidates should have 3 to 5+ years in financial planning or wealth management, hold Illinois Life and Health License, Series 65/66 with 7, bachelor's degree, and strong
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JOB OVERVIEW
Experience level
Senior
Location
Buffalo Grove, IL
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
yesterday
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