Client Acquisition Specialist

Desla Wealth Management is seeking a highly motivated, results‑driven Client Acquisition Specialist to join our growing advisory team. This role is ideal for a financial professional who excels at building relationships, identifying opportunities, and guiding prospective clients toward long-term investment success. You’ll play a key role in expanding Desla’s client base while upholding our commitment to clarity, transparency, and disciplined advice. Key Responsibilities Develop and maintain a deep understanding of Desla’s investment products, planning strategies, and advisory processIdentify prospective clients through networking, referrals, and outbound outreachConduct comprehensive financial assessments to understand client goals, risk tolerance, and time horizonsProvide personalized investment recommendations aligned with our evidence-based approachPresent tailored investment strategies clearly and confidentlyAchieve individual acquisition and conversion targets while supporting broader team objectivesStay current on market trends, investment products, and regulatory requirements Qualifications Bachelor’s degree in finance, economics, business, or related fieldProven experience in investment sales, client acquisition, or financial advisoryStrong understanding of financial markets and investment productsExcellent communication, interpersonal, and negotiation skillsDemonstrated ability to build and maintain long-term client relationshipsSelf-driven with a strong desire to meet and exceed acquisition goalsRelevant certifications (Series 65 or Series 66) What Desla Offers Competitive salary with a performance-based commission structureOngoing training, mentorship, and professional developmentA supportive, collaborative environment grounded in transparency and integrity About Desla Wealth Management At Desla Wealth Management, we bring passion, research, and conviction together to provide financial advice and investment strategies that inspire confidence and clarity for every client.