Wealth Management Advisor

We are looking for a motivated and experienced Wealth Management Advisor to join our team at Streamline Financial Services. As a key member of our team, you will be responsible for leading sales efforts and supporting our existing clients.

In this role, you will convert warm prospects into clients, utilize our marketing CRM to follow up with prospects and set meetings, and track conversion rates from intro calls to clients. You will also build long-term relationships with our clients and receive mentorship from our team of CFP professionals.

Our company values include being generous, curious, humble, positive, effective, and excellent. We strive to create a supportive and inclusive work environment that allows our employees to thrive. If you are passionate about providing exceptional client service and want to grow with a dynamic company, we encourage you to apply.

We offer a competitive salary range of $90,000 - $140,000 per year, depending on experience. Our benefits package includes a hybrid office environment, monthly access to a dedicated strengths coach, a kitchen stocked with food and drinks, and a fee-free charitable giving fund.

Responsibilities:

1. Convert warm prospects into clients through our proven system
2. Utilize our marketing CRM to follow up with prospects and set meetings
3. Track conversion rates from intro calls to clients