Financial Advisor - Sterling, IL

Director of Staffing @ Crawford Thomas Recruiting | SHRM-CP

Financial Advisor – Investment Services Division

Salary: $50,000–$75,000 per year + commission

Location: In-person – Sterling, IL

Are you a relationship-driven sales professional ready to make a difference in your clients’ lives? Our client, a trusted community-based financial institution, is partnering with a well-established investment firm to expand their in-house Investment Services Division. They’re seeking a Financial Advisor to lead and grow an existing book of business while helping clients reach their financial goals. Whether you're a seasoned advisor or an experienced sales professional ready to transition into financial services, this is a unique opportunity to take the next step in your career with a firm that’s deeply committed to your success.

This is a full-time, in-person opportunity offering personalized training, robust institutional support, and the backing of two reputable organizations.

• Manage and grow the division’s current book of business
• Cultivate strong relationships with existing and prospective clients
• Prospect and generate new leads through your network, the bank’s customer base, and community outreach
• Build and maintain a solid mix of fee-based and commission business
• Create a strategic business plan and track progress toward division goals
• Communicate complex financial concepts in a clear, approachable way

• Proven ability to build trust and long-term relationships
• Coachable, self-motivated, and resilient with a strong work ethic
• Excellent organizational skills and attention to detail
• Tech-savvy mindset; comfortable using platforms like Docu Sign, eSignature, and Salesforce
• FINRA Series 7 & 66 Licenses (or willingness to obtain within 3 months of hire)
• Life, Health, Disability, and Long-Term Care Insurance Licenses
• Bachelor’s degree preferred
• Certifications like CFP® or ChFC® a plus
• Minimum 5 years of successful sales or client service experience (financial services or otherwise)

Starting compensation of $50,000–$75,000/year, plus commission

Negotiable compensation for advisors who bring a book of business

• 401(k) with matching
• Health, dental, and life insurance
• Paid time off
• Employee assistance and referral programs
• Professional development assistance

Join a team that combines the strength of a community institution with the innovation of a forward-thinking investment firm. If you're ready to help others make smarter financial decisions—while advancing your own career—we want to hear from you.

Apply today and let’s build your future, together.

• Associate

• Full-time

• Business Development
• Industries:
  Investment Banking and Investment Management