Growth-Driven Wealth Advisor | Remote-Friendly

Hilltop Wealth Advisors, LLC; Chapel Hill (NC); Vor Ort; USD 150.000 - 200.000; Vollzeit

Benefits dieser Stelle

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k) with match

Paid time off

Volunteer time off

Flexible work-from-home policy

Education reimbursement

Zusammenfassung

Hilltop Wealth Advisors, LLC is seeking a growth-focused Sales Advisor to help expand our impact as we scale toward a $1B+ multi-office RIA. This role is ideal for an advisor who 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 is not the primary long-term service owner for most client relationships.

Qualifikationen

• Extensive experience working with high-net-worth families.
• Strong understanding of comprehensive financial planning concepts.
• Excellent communication skills (verbal, written, empathy, and listening).
• Demonstrates personal integrity and sound judgment.
• High emotional intelligence and comfort leading client conversations.
• Strong organizational skills and ability to manage multiple opportunities.
• Familiarity with tools such as eMoney, Holistiplan, and Nitrogen preferred.

Aufgaben

• 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.

Kenntnisse

HNW experience

Financial planning

Communication skills

Integrity

Emotional intelligence

Organization

eMoney/Holistiplan/Nitrogen

Ausbildung

Bachelor’s degree

CFP certification

Series 65

Tools

eMoney

Holistiplan

Nitrogen

Jobbeschreibung

Hilltop Wealth Advisors, LLC is seeking a growth-focused Sales Advisor to help expand our impact as we scale toward a $1B+ multi-office RIA. This role is ideal for an advisor who 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 is not the primary long-term service owner for most client relationships.