Sales Advisor

Job Description OverviewHilltop Wealth Advisors is growing, and we're 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. Instead, this role focuses on new client acquisition, relationship expansion, and referral development—allowing Hilltop to grow intentionally without compromising service excellence.At Hilltop, we lead with our three core values:Humble Steward – We honor the responsibility entrusted to us and serve with integrity and humility.Hungry Learner – We pursue mastery through curiosity and continuous growth.Better Together – We succeed through collaboration, shared goals, and unified effort.Responsibilities IncludeLead discovery, qualification, and closing conversations with prospective clientsConvert ideal prospects into long-term Hilltop clientsIdentify opportunities to expand assets and planning relationships with existing clientsCultivate client referrals and Centers of Influence (CPAs, attorneys, etc.)Represent Hilltop professionally in community and growth-oriented settingsPartner with Lead Advisors to ensure a seamless onboarding and transition experienceCollaborate with planning, investment, and client service teams to support growth initiativesTypical Skills and Knowledge RequirementsExtensive experience working with high-net-worth familiesStrong understanding of comprehensive financial planning conceptsExcellent communication skills (verbal, written, empathy, and listening)Demonstrates personal integrity and sound judgmentHigh emotional intelligence and comfort leading client conversationsStrong organizational skills and ability to manage multiple opportunitiesFamiliarity with tools such as eMoney, Holistiplan, and Nitrogen preferredExperience and Education Requirements7–12+ years of experience in financial advisory services or wealth managementBachelor's degree requiredCFP certification requiredSeries 65 requiredDesire to work directly with prospective and existing clientsStrong self-leadership, professionalism, and technology aptitudeCompensation and BenefitsCompetitive base salary ($150,000 - $200,000)Participation in Hilltop's firm-wide revenue incentive poolBonus opportunities tied to net-new assetsStructured career track with long-term growth and equity potentialHilltop offers a comprehensive benefits package including medical, dental, vision, and life insurance, a 401(k) with employer match, generous paid time off, volunteer time off, flexible work-from-home policy (up to five days per month, with Monday and Thursday designated for in-office collaboration), and ongoing educational reimbursement opportunities.How to ApplyPlease submit your resume and a brief cover letter describing your experience in wealth management, your interest in a growth-focused advisory role, and how Hilltop's core values align with your own.Powered by JazzHR