Wealth Advisor Sales Manager

AppleOne Employment Services; Stockton (CA); Hybrid; USD 70,000 - 90,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) matching

Paid time off

Full-time

Hybrid work arrangement

Job summary

AppleOne Employment Services is seeking a Wealth Advisor Sales Manager to lead client advisory work, sales leadership, and strategic growth across Central and Northern California. This full-time role blends fiduciary client service with process optimization to scale a multi-service financial planning platform.

You will mentor advisors, improve sales systems, and drive toward ambitious production goals while collaborating with leadership in a growth-focused environment that values integrity and

Qualifications

• Licensed financial advisor with fiduciary responsibilities.
• Experience leading wealth advisory and sales teams.
• Ability to mentor advisors and develop growth strategies.

Responsibilities

• Manage and strengthen client relationships through annual reviews, financial planning updates, retirement projections, cash flow analysis, risk assessments, and portfolio alignment.
• Serve as a fiduciary advisor by educating clients, supporting objective decision-making during market volatility, and promoting long-term financial planning strategies.
• Standardize and optimize the sales process, including workflow documentation, CRM adoption, e-application integration, and lead-to-client conversion tracking.
• Drive strategic growth toward the firm’s goal of reaching $100M in annual production by 2030 through KPI tracking, production analysis, and sales performance reporting.
• Lead service diversification initiatives across Medicare planning, estate planning, managed money, insurance household reviews, and other client expansion opportunities.
• Mentor advisor team members, support future advisor hires, clarify sales and administrative responsibilities, and align growth efforts with long-term succession planning.

Skills

Fiduciary advisory

Sales leadership

Client relationship management

Mentoring

Process optimization

KPI tracking

Job description

Job Summary

Wealth Advisor Sales Manager opportunity for an experienced financial services leader ready to combine fiduciary client advisory work, sales leadership, process optimization, and strategic business growth. This is a full-time direct hire role supporting a growing wealth advisory organization with a hybrid presence across Central and Northern California.

This role is ideal for a licensed advisor and sales manager who enjoys building strong client relationships, mentoring future advisors, improving sales systems, and helping scale a firm toward ambitious long-term production goals. You will work closely with leadership in a collaborative, growth-focused environment where your ability to lead, educate, and execute will have a direct impact on client retention, advisor development, and business expansion.

The organization offers a supportive leadership structure, strong growth vision, and the opportunity to help shape a multi-service financial planning platform that includes wealth management, insurance, Medicare planning, estate planning, and managed money solutions.

Key Responsibilities

• Manage and strengthen client relationships through annual reviews, financial planning updates, retirement projections, cash flow analysis, risk assessments, and portfolio alignment.
• Serve as a fiduciary advisor by educating clients, supporting objective decision-making during market volatility, and promoting long-term financial planning strategies.
• Standardize and optimize the sales process, including workflow documentation, CRM adoption, e-application integration, and lead-to-client conversion tracking.
• Drive strategic growth toward the firm’s goal of reaching $100M in annual production by 2030 through KPI tracking, production analysis, and sales performance reporting.
• Lead service diversification initiatives across Medicare planning, estate planning, managed money, insurance household reviews, and other client expansion opportunities.
• Mentor advisor team members, support future advisor hires, clarify sales and administrative responsibilities, and align growth efforts with long-term succession planning.

Compensation and Benefits

• Salary range: $70,000 to $90,000 per year.
• Quarterly commission opportunities tied to team growth milestones.
• Comprehensive medical, dental, and vision insurance coverage.
• 401(k) retirement plan with employer matching contributions.
• Paid time off, including vacation, sick leave, and observed holidays.
• Full-time position.
• Hybrid work arrangement with home office in Jackson, CA and remote office presence across California.

Equal Opportunity Employer / Disabled / Protected Veterans

The Know Your Rights poster is available here: https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf

The pay transparency policy is available here: https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf

We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.

AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program. https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf

We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.