Claire Myers Consulting
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Greater Chicago Area – Hybrid (in-office 2-3 days per week) – Potential for 100% Remote Overview Our client, a respected insurance-focused advisory firm, is seeking an experienced and driven
Lead Financial Advisor
to join their team. This role is heavily focused on business development, with approximately 75% of time dedicated to identifying and engaging new clients within an upscale market. The ideal candidate will excel in case design, crafting tailored insurance solutions that meet the unique needs of high-net-worth clients. This firm does not manage investments, allowing the advisor to concentrate exclusively on insurance planning. Key Responsibilities Proactively source and develop new client relationships within high-net-worth segments, utilizing prospecting and networking skills. Conduct thorough client assessments to design and present tailored insurance strategies, including life, disability, and long-term care solutions. Collaborate closely with clients, conducting regular reviews and adjustments to their insurance plans as needed. Stay informed on industry developments, insurance products, and regulatory changes affecting high-net-worth insurance planning. Qualifications Proven experience in a client-facing advisory role, with a preference for candidates specializing in insurance. Expertise in case design for high-net-worth clients, with a focus on insurance solutions. Strong business development skills and comfort working within an upscale market. Excellent interpersonal skills, with the ability to build and maintain long-term client relationships. Ability to work in-office 2-3 days per week for team collaboration and client meetings (remote candidates will be considered). Compensation Structure We offer flexible compensation models designed to fit the right candidate’s risk tolerance and financial goals: Base Salary + Commission
– Offers a balance of financial stability and performance-based incentives. Commission-Only Model
– Higher earning potential for entrepreneurial advisors looking tomaximize commission-based income. Bridge Compensation Model
– A structured transition period to provide financial stability while building a book of business. Each model comes with pros and cons, balancing stability vs. upside potential, and can be tailored based on experience, performance, and business development skills. Hybrid work schedule
with flexible in-office days. Comprehensive benefits package , including health insurance, retirement plan options, and professional development opportunities. Seniority level
Seniority level Not Applicable Employment type
Employment type Full-time Job function
Job function Other Referrals increase your chances of interviewing at Claire Myers Consulting by 2x Get notified about new Financial Advisor jobs in
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Greater Chicago Area – Hybrid (in-office 2-3 days per week) – Potential for 100% Remote Overview Our client, a respected insurance-focused advisory firm, is seeking an experienced and driven
Lead Financial Advisor
to join their team. This role is heavily focused on business development, with approximately 75% of time dedicated to identifying and engaging new clients within an upscale market. The ideal candidate will excel in case design, crafting tailored insurance solutions that meet the unique needs of high-net-worth clients. This firm does not manage investments, allowing the advisor to concentrate exclusively on insurance planning. Key Responsibilities Proactively source and develop new client relationships within high-net-worth segments, utilizing prospecting and networking skills. Conduct thorough client assessments to design and present tailored insurance strategies, including life, disability, and long-term care solutions. Collaborate closely with clients, conducting regular reviews and adjustments to their insurance plans as needed. Stay informed on industry developments, insurance products, and regulatory changes affecting high-net-worth insurance planning. Qualifications Proven experience in a client-facing advisory role, with a preference for candidates specializing in insurance. Expertise in case design for high-net-worth clients, with a focus on insurance solutions. Strong business development skills and comfort working within an upscale market. Excellent interpersonal skills, with the ability to build and maintain long-term client relationships. Ability to work in-office 2-3 days per week for team collaboration and client meetings (remote candidates will be considered). Compensation Structure We offer flexible compensation models designed to fit the right candidate’s risk tolerance and financial goals: Base Salary + Commission
– Offers a balance of financial stability and performance-based incentives. Commission-Only Model
– Higher earning potential for entrepreneurial advisors looking tomaximize commission-based income. Bridge Compensation Model
– A structured transition period to provide financial stability while building a book of business. Each model comes with pros and cons, balancing stability vs. upside potential, and can be tailored based on experience, performance, and business development skills. Hybrid work schedule
with flexible in-office days. Comprehensive benefits package , including health insurance, retirement plan options, and professional development opportunities. Seniority level
Seniority level Not Applicable Employment type
Employment type Full-time Job function
Job function Other Referrals increase your chances of interviewing at Claire Myers Consulting by 2x Get notified about new Financial Advisor jobs in
Chicago, IL . Chicago, IL $50,000.00-$100,000.00 3 weeks ago Greater Chicago Area $150,000.00-$500,000.00 2 weeks ago Chicago, IL $90,000.00-$100,000.00 3 days ago Chicago, IL $80,000.00-$100,000.00 1 week ago Financial Analysis Consultant - Chicago, IL (Hybrid)
Chicago, IL $50,700.00-$89,062.50 2 weeks ago Investment Executive (Financial Advisor) Downtown Chicago
Greater Chicago Area $50,000.00-$75,000.00 3 days ago Orland Park, IL $80,000.00-$100,000.00 6 days ago Associate - Restructuring & Liability Management
Chicago, IL $185,000.00-$250,000.00 1 week ago J.P. Morgan Wealth Management – Private Client Advisor - Chicago Downtown
Financial Advisor - Endowments and Foundations
Chicago, IL $100,000.00-$130,000.00 3 days ago Northbrook, IL $100,000.00-$150,000.00 1 month ago Chicago, IL $50,000.00-$75,000.00 3 days ago Chicago, IL $75,700.00-$94,620.00 3 days ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr