Top-Producing Financial Advisor: Grow Your Wealth Book

Hirewell; Sacramento (CA); On-site; USD 100,000 - 150,000; Full time

Job summary

Hirewell is seeking an Experienced Financial Advisor to build and service a substantial wealth book using our institutional retirement platform. This Producer role centers on winning new business and acting as a holistic advisor across wealth management and institutional consulting.

The ideal candidate will have a proven ability to generate revenue, lead the complete sales cycle, and collaborate with the advisory team to leverage client relationships for opportunities.

Qualifications

• Track record of successfully bringing in new business.
• Lead full sales cycle: prospecting, discovery, presenting plans, closing accounts.
• Collaborate with advisory team leveraging institutional client relationships.

Responsibilities

• Generate new wealth management business.
• Lead sales cycle from prospecting to closing.
• Collaborate with advisory team on referrals and opportunities.

Skills

Proven producer

New revenue generation

Client engagement

Collaboration

Job description

Hirewell is seeking an Experienced Financial Advisor to build and service a substantial wealth book using our institutional retirement platform. This Producer role centers on winning new business and acting as a holistic advisor across wealth management and institutional consulting.

The ideal candidate will have a proven ability to generate revenue, lead the complete sales cycle, and collaborate with the advisory team to leverage client relationships for opportunities.