About this role
Sales Advisor at Hilltop Wealth Advisors, LLC. Location: Chapel Hill, North Carolina, United States. Role: lead discovery, qualify prospects, close deals Requirements: 7-12+ years in financial advisory or wealth management; Bachelor’s degree; CFP certification; Series 65; strong client-facing skills; high-net-worth experience; tech aptitude. Category: Finance and Accounting Seniority: Mid Level Tools: eMoney, Holistiplan, Nitrogen Certifications: cfp, series 65 Commitment: Full Time Workplace: Hybrid Languages: English