Lead Advisor, LLC is a wealth management consulting and search firm. This role is for a client in Gurnee, IL.
This position is ONSITE.
This exciting position will allow you to grow your career and business, helping the people and families that are clients of an established financial institution. This position will offer:
- The ability to build a strong client base with the client's exceptional referral system
- The opportunity to find new clients via the client's member base
- The opportunity to create client solutions without proprietary products
- The ability to grow your business with the client's combination of tools, technology, and support
- The benefit or clients experience helping financial institutions grow and maximize their investment programs
- The opportunity to capitalize on the client's reputation and community standing
As an advisor associated with our client, you benefit from our commitment to take care of you so you can take care of your clients. Your partnership includes:
- Access to our proprietary technology and a suite of customized services
- An open architecture platform with access to thousands of investment products from leading third-party product sponsors
- Resources and expertise across the firm to help you create client solutions
- The freedom to create solutions specific to your client’s goals
Requirements:
- Series 7 and 66 (63/65) required
- Insurance license required
