Senior Sales Executive – Wealth & Trust Solutions

Senior Sales Executive – Wealth & Trust SolutionsRemote (U.S.-based) |  Competitive Base (DOE)  + bonusOverviewWe’ve partnered with a growing financial services platform expanding its advanced planning and fiduciary solutions across the advisor channel.This is a high-impact BD role working directly with financial advisors and referral partners to support HNW/UHNW clients.Not a build-from-scratch role — strong internal partnerships, existing relationships, and consistent deal flow.What You’ll DoBuild and grow relationships with financial advisors and partnersIdentify and convert new business opportunities within HNW/UHNW segmentsLead consultative, client-facing conversations and presentationsOwn the full sales cycle: sourcing ? closingPartner internally to deliver tailored planning solutionsMaintain pipeline and consistently hit revenue targetsTravel as needed (advisor/client-facing role)What We’re Looking For4+ years in financial services, wealth, or solution-based salesExperience working with advisors and/or HNW clientsProven ability to generate or support new businessStrong consultative sales and relationship-building skillsHigh ownership, drive, and accountabilityNice to HaveBackground in wealth management, private banking, or advisoryExposure to estate planning or fiduciary solutionsCFP®, CTFA, JD, or similar (preferred, not required)Why This RoleStrong earning potential with real upsideAccess to existing advisor network + deal flowAbility to sell high-value, complex solutionsRemote flexibility with national reach MOHR Talent is an equal-opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military/veteran status, or any other protected status. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department at hr@themohrgrp.com