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FINANCIAL INVESTMENT SALES EXECUTIVE | Chicago

$175k - $250k

CRD Careers (Independent Recruiters)

Company Description

We connect growth-minded companies with high-impact professionals who drive real results. Whether you're building a team or building a career, our approach is precise, people-first, and built for long-term success.

We don't do buzzwords-we do outcomes.

Job Description

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
Qualifications

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
Additional Information

The Real Scoop:

Why This Role
  • Top-tier global firm with strong brand recognition
  • Base salary $175K-$250K
  • No overnight travel
  • Strong internal support and training

CTA

If you're producing but want a stronger platform behind you, let's talk.

CRD Careers / View phone number on click.appcast.io /
Vacancy posted 1 day ago
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