Posted a month ago
Financial Investment Sales Executive
CRD Careers (Independent Recruiters)Financial Investment Sales Executive
Requirements
5+ years financial services sales, Wealth management experience, New client acquisition track record, Experience with high-net-worth clients, Banking or major financial firm background, Based in Chicago local market
Skills
Sales
About the role
Responsibilities
- Develop new client relationships through networking and referrals
- Manage and grow a strong book of business with high-net-worth and affluent clients
- Leverage centers of influence to drive new business opportunities
- Maintain and deepen existing client relationships to ensure long-term success
Requirements
- 5+ years of experience in financial services sales or wealth management
- Proven track record of successful new client acquisition
- Extensive experience working with affluent or high-net-worth individuals
- Professional background with a major financial firm or banking institution
- Must be based in the local Chicago market
Benefits
- Competitive base salary ranging from $175,000 to $250,000
- Opportunity to work with a top-tier global firm with strong brand recognition
- Strong internal support and professional training programs
- No overnight travel required
About the Company
CRD Careers connects growth-minded companies with high-impact professionals. We partner with premier global organizations to find talent that drives real results through a precise, people-first approach.
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CRD Careers (Independent Recruiters) · Chicago
