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FINANCIAL INVESTMENT SALES EXECUTIVE | Chicago at CRD Careers (Independent Recruiters)

Chicago, Illinois, United States -

Full Time

Start Date

Immediate

Expiry Date

08 Aug, 26

Salary

250000.0

Posted On

10 May, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Services Sales, Wealth Management, Client Acquisition, Networking, Relationship Management, Business Development, High-Net-Worth Client Management

Industry

Staffing and Recruiting

Description

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. 👉 https://calendar.app.google/DzWFg6bmseaEC4U36 CRD Careers | 📞 407-436-9060 | 🌐 www.crdcareers.com Compensation: USD 125000 - USD 200000 - yearly

Responsibilities

Develop and grow a book of business by acquiring new high-net-worth clients through networking and referrals. Maintain and deepen existing client relationships while leveraging centers of influence to drive opportunities.