Growth Advisor for High-Net-Worth Clients

Hilltop Wealth Advisors; Chapel Hill (NC); Hybrid; USD 150,000 - 200,000; Full time

Benefits offered by this job

Revenue incentive pool

Bonus opportunities

Equity potential and career growth

Comprehensive benefits package

Flexible work-from-home policy

Job summary

Hilltop Wealth Advisors seeks a growth-focused Sales Advisor to expand our impact as we scale toward a $1B+ multi-office RIA. This role thrives in discovery conversations, relationship-building, and closing new client relationships, while partnering closely with Lead Advisors and the service team to deliver a world-class client experience.

The Sales Advisor focuses on new client acquisition, relationship expansion, and referral development—allowing Hilltop to grow intentionally without

Qualifications

• 7–12+ years in financial advisory services or wealth management.
• Bachelor’s degree required.
• CFP certification required.
• Series 65 required.
• Desire to work directly with prospective and existing clients.
• Strong self-leadership and technology aptitude.

Responsibilities

• Lead discovery, qualification, and closing conversations with prospective clients.
• Convert ideal prospects into long-term Hilltop clients.
• Identify opportunities to expand assets and planning relationships with existing clients.
• Cultivate client referrals and Centers of Influence (CPAs, attorneys, etc.).
• Represent Hilltop professionally in community and growth-oriented settings.
• Partner with Lead Advisors to ensure a seamless onboarding and transition experience.
• Collaborate with planning, investment, and client service teams to support growth initiatives.

Skills

HNWI experience

Financial planning

Communication skills

Integrity

Emotional intelligence

Organization

Finance tools familiarity

Education

Bachelor's degree

CFP certification

Series 65

Tools

eMoney

Holistiplan

Nitrogen

Job description

Hilltop Wealth Advisors seeks a growth-focused Sales Advisor to expand our impact as we scale toward a $1B+ multi-office RIA. This role thrives in discovery conversations, relationship-building, and closing new client relationships, while partnering closely with Lead Advisors and the service team to deliver a world-class client experience.

The Sales Advisor focuses on new client acquisition, relationship expansion, and referral development—allowing Hilltop to grow intentionally without