Illinois Licensed Wealth Sales
Job Summary
Driving sales across intermediary private wealth channels, the full-time Illinois Licensed Wealth Sales professional will manage and grow the Chicago/Minnesota/Wisconsin Territory, providing market insights and investment product solutions to Financial Advisors and their clients in a remote environment.
Key responsibilities
- Manage the sales process for new prospects through prospecting efforts and high levels of sales activity
- Interface with senior team members to coordinate internal and external prospect meetings
- Leverage existing relationships and networks to ensure immediate production and growth
Required qualifications
- 10+ years of financial services sales experience with strong relationships in Wirehouses and Independent Broker Dealers
- Bachelor's Degree in Finance, Business, Management, or Communication
- Series 6 or 7 and 63 licenses required with a clean U4
- Private markets experience is a plus
- Demonstrated consultative sales and communication skills
Complete Job Description
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