FINANCIAL INVESTMENT SALES EXECUTIVE |… at CRD Careers… · Chicago

companyDescription 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. jobDescription 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 additionalInformation 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