Financial Advisor
$80k-$100k/y
2 days ago
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OnsiteFull-timeMid
Summary
Pursuit is seeking a Financial Advisor to join their team in Libertyville, IL. This role offers the opportunity to manage an existing book of business and follow a clear growth path to Senior Advisor without the need for cold calling.
About the Role
As a Financial Advisor, you will inherit an existing book of business and work within a supportive team environment that emphasizes mentorship and structure. Your responsibilities will include providing financial advice, selling financial plans, and managing client relationships to grow your book of business.
About You
Required:
- Active Series 7 license
- Active Series 66 license
- 2-3+ years of experience in a client-facing advisory role
- Proven success selling financial plans & wealth asset management for a fee
- Sales-oriented mindset and track record of growing a book of business
Preferred:
- CFP® or close to completion
Benefits
- Strong Base Salary ($80k-$100k) + Monthly Bonuses (up to 20%)
- Unlimited PTO and sabbaticals
- Promotional path to Senior Advisor and beyond
- Elite team culture and ongoing mentorship
Pursuit
Hiring top performers for your organization is tough - top talent often snatched up before their resume even hits the market. We help you find + hire top marketing and sales reps to help you scale your company. To get in contact with our team, please reach out to info@pursuitsalessolutions.com.
Libertyville, IL