Job Description Overview 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, 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 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 eMoney, Holistiplan, and Nitrogen preferred Experience and Education 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 Compensation and Benefits
- 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
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 Hilltop’s core values align with your own.
