Remote New Client Acquisition Specialist

Wealth Enhancement Group; Plymouth (MN); Remote; USD 50,000 - 110,000; Full time

Benefits offered by this job

Health, dental and vision coverage

401k with match

Paid time off

Job summary

Wealth Enhancement Group is seeking a New Client Acquisition Specialist to help grow our advisor pipeline across the continental United States. You will identify potential clients, cultivate relationships, and schedule meetings for financial advisors in a sales-driven environment.

The role offers a base salary plus a performance-based variable plan, with total compensation targeting $90,000–$110,000 annually, and full-time benefits. Remote-friendly with standard business hours in your time zone.

Qualifications

• Experience in Financial Services outbound sales with a track record of achieving targets.
• Bachelor's degree in business, finance, economics, or related field.
• Series 7 and 66 (or 63 & 65) preferred.
• Strong phone presence and communication skills.
• Familiarity with Salesforce and Workday.

Responsibilities

• Produce sales results by developing and qualifying leads.
• Screen prospective clients and set appointments for financial advisors.
• Create a high volume of outbound dials and email activity.
• Partner with Marketing to communicate brand and messaging.
• Input new client opportunities in Salesforce and ensure data accuracy.
• Utilize advisor rotation software to assign prospects.

Skills

Outbound sales

Financial services

Financial planning

Phone presence

Series 7/66

MS Office

Education

Bachelor's degree in business/finance

Series 7/66 preferred

Tools

Salesforce

Workday

MS Office

Job description

Wealth Enhancement Group is seeking a New Client Acquisition Specialist to help grow our advisor pipeline across the continental United States. You will identify potential clients, cultivate relationships, and schedule meetings for financial advisors in a sales-driven environment.

The role offers a base salary plus a performance-based variable plan, with total compensation targeting $90,000–$110,000 annually, and full-time benefits. Remote-friendly with standard business hours in your time zone.