Remote (U.S.-based) | Competitive Base (DOE) + bonus
We’ve partnered with a growing financial services platform expanding its advanced planning and fiduciary solutions across the advisor channel.
This is a high-impact BD role working directly with financial advisors and referral partners to support HNW/UHNW clients.
Not a build-from-scratch role — strong internal partnerships, existing relationships, and consistent deal flow.
- Build and grow relationships with financial advisors and partners
- Identify and convert new business opportunities within HNW/UHNW segments
- Lead consultative, client-facing conversations and presentations
- Own the full sales cycle: sourcing ? closing
- Partner internally to deliver tailored planning solutions
- Maintain pipeline and consistently hit revenue targets
- Travel as needed (advisor/client-facing role)
- 4+ years in financial services, wealth, or solution-based sales
- Experience working with advisors and/or HNW clients
- Proven ability to generate or support new business
- Strong consultative sales and relationship-building skills
- High ownership, drive, and accountability
- Background in wealth management, private banking, or advisory
- Exposure to estate planning or fiduciary solutions
- CFP®, CTFA, JD, or similar (preferred, not required)
- Strong earning potential with real upside
- Access to existing advisor network + deal flow
- Ability to sell high-value, complex solutions
- Remote flexibility with national reach
MOHR Talent is an equal-opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military/veteran status, or any other protected status. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department at
[email protected]
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