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Lead Financial Advisor
Job in
Buffalo Grove, Lake County, Illinois, 60089, USA
Listed on 2026-08-28
Listing for:
SGL Financial, LLC
Full Time
position Listed on 2026-08-28
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
SGL Financial, LLC is seeking an experienced Lead Sales Advisor in Illinois to meet prospective clients, build trust, and guide families through financial planning decisions. The role features a firm-backed marketing and lead-development system delivering 15-20 qualified appointments weekly, enabling you to focus on planning recommendations and closing new business.
Ideal candidates hold 3-5+ years in wealth management, Illinois Life/Health license, Series 65/66 and 7, and a Bachelor’s degree.
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