Sales Advisor

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

Requirements

• 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
• 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

Qualifications

Competitive base salary ($150,000 - $200,000)
Participation in Hilltop’s firm-wide revenue incentive pool
Bonus opportunities tied to net-new assets
Structured career track with long-term growth and equity potential

Benefits

• Comprehensive benefits package including medical, dental, vision, and life insurance
• 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)
• Ongoing educational reimbursement opportunities

Pay

$150,000 - $200,000

Schedule

Not specified