Associate Advisor - Sales & Business DevelopmentRaleigh, NCUnique financial planning/wealth advisory firm delivering complex financial strategies/integrated solutions (tax-advantaged investment/insurance strategies) seeks resilient/self-motivated/sales-oriented Associate Advisor. You'll take full ownership of your success-set ambitious goals, manage your own schedule, and relentlessly pursue opportunities to close deals and deliver impactful solutions for clients.Responsibilities:Build/maintain pipeline of qualified leads through cold calling/networking/referrals/personal outreach, overcoming obstacles/objections; act with urgency to close deals, maintaining professionalism and focusing on client needsOvercome objections/setbacks, persevering to close every deal and explore every opportunityPosition yourself as trusted expert in financial/tax/insurance planning, anticipating/addressing client concerns to gain trust and commitment; engage clients to identify their financial goals/challenges/risks; offer tailored solutions to meet their needs; guide clients with confidence/empathy; foster long-term relationships based on trust/valueAdapt quickly to changing circumstances, providing flexible strategies that deliver exceptional outcomesApproach challenges with determination; refine strategies to overcome obstacles and achieve successBuild strong/enduring client relationships by consistently demonstrating value/expertise/follow-throughCelebrate small wins staying focused on long-term objectivesCollaborate with internal teams to streamline processes, enhance client experiences, and solve challenges collaborativelyMaintain compliance with industry regulations while upholding ethical standardsOwn your performance metrics, analyze results, and continually strive for improvementRequirements:Bachelor's in Finance/Business/Economics or related field7-10+ years in financial planning/related roles; proven success in results-driven, self-directed sales environment working directly with clients; experience with Orion or eMoney a plusRelevant certifications/licenses (CFP, CPA, Enrolled Agent, FINRA Series 7 & 63, and/or life/health insurance)Demonstrated ability to thrive under pressure, persevere in face of rejection/setbacks, and continuously improve sales techniques; relentless focus on achieving goals; highly organized/disciplined, capable of managing priorities/workload independently; ability to connect with clients and drive them to take action; quick problem-solving skills and creativity to address complex client needs; natural drive to outperform, compete, and excel in a fast-paced environmentThe base salary for this role is $125,000-150,000; flexibility driven by factors such as certifications, licenses, experience.
