Sales Advisor

About the role

Hilltop 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, the focus is on new client acquisition, relationship expansion, and referral development—allowing Hilltop to grow intentionally without compromising service excellence.

Hilltop’s 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

• Lead discovery, qualification, and closing conversations with prospective clients.
• Convert ideal prospects into long‑term Hilltop clients.
• Identify opportunities to expand assets and planning relationships with existing clients.
• Cultivate client referrals and Centers of Influence (CPAs, attorneys, etc.).
• Represent Hilltop professionally in community and growth‑oriented settings.
• Partner with Lead Advisors to ensure a seamless onboarding and transition experience.
• Collaborate with planning, investment, and client service teams to support growth initiatives.

Skills

• Extensive experience working with high‑net‑worth families.
• Strong understanding of comprehensive financial planning concepts.
• Excellent communication skills (verbal, written, empathy, and listening).
• Demonstrates personal integrity and sound judgment.
• High emotional intelligence and comfort leading client conversations.
• Strong organizational skills and ability to manage multiple opportunities.
• Familiarity with tools such as eMoney, Holistiplan, and Nitrogen preferred.

Requirements

• 7–12+ years of experience in financial advisory services or wealth management.
• Bachelor’s degree required.
• CFP® certification required.
• Series 65 required.
• Desire to work directly with prospective and existing clients.
• Strong self‑leadership, professionalism, and technology aptitude.

Pay

Competitive base salary ($150,000 – $200,000) with participation in Hilltop’s firm‑wide revenue incentive pool, bonus opportunities tied to net‑new assets, and a structured career track offering long‑term growth and equity potential.

Benefits

• Medical, dental, vision, and life insurance.
• 401(k) with employer match.
• Generous paid time off and volunteer time off.
• Flexible work‑from‑home policy (up to five days per month, with Monday and Thursday designated for in‑office collaboration).
• Ongoing educational reimbursement opportunities.