Sales Advisor

Sales Advisor | $125K–$135K Base + Incentive Pool + Equity Potential Chapel Hill, NC | Hybrid (Mon & Thu in-office) We're hiring a Sales Advisor on behalf of our client—a fast-growing, independent RIA in Chapel Hill that's built an elite wealth management platform and is now ready to scale. They have the team. They have the infrastructure. They have the clients. Now they need the hunter. Why This Role Stands Out Built to Win New Business This isn't a service role. Your job is to grow—discovery calls, COI relationships, closing new clients. The service team handles the rest. A Platform That Sells Itself Independent, fee-only, fiduciary. Scaling toward $1B+ across multiple offices. The story is compelling. You just have to tell it. Real Upside $125K–$135K base DOE Firm-wide revenue incentive pool Bonus tied to net-new assets Long-term equity potential Full Support Behind You Lead advisors own the ongoing relationships Planning, investment, and service teams in place You stay focused on acquisition and growth What You'll Do Lead discovery, qualification, and closing conversations with prospects Build and cultivate COI relationships (CPAs, attorneys, and beyond) Identify expansion opportunities within the existing client base Represent the firm in the community and growth-oriented settings Partner with lead advisors for seamless client handoffs Who This Is For 5–7+ years in financial advisory or wealth management Series 65 required | CFP preferred Proven track record of new client acquisition or business development Experience with HNW families High EQ, strong communicator, low ego Quick Reality Check This role is best suited for someone who: Can bring in new client relationships Wants to grow—not coast Thrives in a collaborative, high-accountability environment Location Chapel Hill, NC — hybrid flexibility (up to 5 WFH days/month; Monday and Thursday in-office) #J-18808-Ljbffr The Well