FINANCIAL INVESTMENT SALES EXECUTIVE | Chicago
CRD Careers (Independent Recruiters), Chicago, IL, United States
Financial Investment Sales Executive | Chicago
If you've built relationships with affluent clients and know how to generate new business, this is a serious opportunity to level up. We're partnered with a premier global asset management firm seeking a Financial Investment Sales Executive / Wealth Management Advisor. What You'll Do Develop new client relationships through networking and referrals Work with high-net-worth / affluent clients Build and grow a strong book of business Leverage centers of influence to drive new opportunities Maintain and deepen existing client relationships What You Need 5+ years in financial services sales or wealth management Proven track record of new client acquisition Experience working with affluent or high-net-worth clients Background with a major financial firm or banking institution Must be based in the local market The Real Scoop: Top-tier global firm with strong brand recognition Base salary $175K$250K No overnight travel Strong internal support and training If you're producing but want a stronger platform behind you, let's talk.
If you've built relationships with affluent clients and know how to generate new business, this is a serious opportunity to level up. We're partnered with a premier global asset management firm seeking a Financial Investment Sales Executive / Wealth Management Advisor. What You'll Do Develop new client relationships through networking and referrals Work with high-net-worth / affluent clients Build and grow a strong book of business Leverage centers of influence to drive new opportunities Maintain and deepen existing client relationships What You Need 5+ years in financial services sales or wealth management Proven track record of new client acquisition Experience working with affluent or high-net-worth clients Background with a major financial firm or banking institution Must be based in the local market The Real Scoop: Top-tier global firm with strong brand recognition Base salary $175K$250K No overnight travel Strong internal support and training If you're producing but want a stronger platform behind you, let's talk.