Sales Advisor

Job Description Overview

Hilltop Wealth Advisors is growing andwereseeking 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 developmentallowing Hilltop to grow intentionally without compromising service excellence.

At Hilltop welead withour 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 Include

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

Typical Skills and Knowledge 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 eMoneyHolistiplan and Nitrogen preferred

Experience and Education Requirements

712 years of experience in financial advisory services or wealth management
Bachelorsdegree required
CFP certification required
Series 65 required
Desire to work directly with prospective and existing clients
Strong self-leadership professionalism and technology aptitude

Compensation and Benefits

Competitive base salary ($150000 - $200000)
Participation in Hilltops firm-wide revenue incentive pool
Bonus opportunities tied to net-new assets
Structured career track with long-term growth and equity potential

Hilltop 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 Apply

Please submit your resume and a brief cover letter describing your experience in wealth management your interest in a growth-focused advisory role and how Hilltops core values align with your own.