Holistiplan Jobs in Raleigh, NC (NOW HIRING)

Job Description Overview 

Hilltop Wealth Advisors is growing, and we’re seeking a growth-focused Sales Advisor to help expand our impact as we scale toward a $1B+ multi-office RIA. This role is ideal for an advisor who thrives in discovery conversations, relationship-building, and closing new client relationships, while partnering closely with Lead Advisors and the service team to deliver a world-class client experience. 
 
The Sales Advisor is not the primary long-term service owner for most client relationships. Instead, this role focuses on new client acquisition, relationship expansion, and referral development—allowing Hilltop to grow intentionally without compromising service excellence. 
 
At Hilltop, we lead with our three core values: 
Humble Steward – We honor the responsibility entrusted to us and serve with integrity and humility. 
Hungry Learner – We pursue mastery through curiosity and continuous growth. 
Better Together – We succeed through collaboration, shared goals, and unified effort. 

Responsibilities Include 

• Lead discovery, qualification, and closing conversations with prospective clients 
• Convert ideal prospects into long-term Hilltop clients 
• Identify opportunities to expand assets and planning relationships with existing clients 
• Cultivate client referrals and Centers of Influence (CPAs, attorneys, etc.) 
• Represent Hilltop professionally in community and growth-oriented settings 
• Partner with Lead Advisors to ensure a seamless onboarding and transition experience 
• Collaborate with planning, investment, and client service teams to support growth initiatives 

Typical Skills and Knowledge Requirements 

• Extensive experience working with high-net-worth families 
• Strong understanding of comprehensive financial planning concepts 
• Excellent communication skills (verbal, written, empathy, and listening) 
• Demonstrates personal integrity and sound judgment 
• High emotional intelligence and comfort leading client conversations 
• Strong organizational skills and ability to manage multiple opportunities 
• Familiarity with tools such as eMoney, Holistiplan, and Nitrogen preferred 

Experience and Education Requirements 

• 7–12+ years of experience in financial advisory services or wealth management 
• Bachelor’s degree required 
• CFP® certification required 
• Series 65 required 
• Desire to work directly with prospective and existing clients 
• Strong self-leadership, professionalism, and technology aptitude 

Compensation and Benefits 

• Competitive base salary ($150,000 - $200,000)
• Participation in Hilltop’s firm-wide revenue incentive pool 
• Bonus opportunities tied to net-new assets 
• Structured career track with long-term growth and equity potential 
 
Hilltop offers a comprehensive benefits package including medical, dental, vision, and life insurance, a 401(k) with employer match, generous paid time off, volunteer time off, flexible work-from-home policy (up to five days per month, with Monday and Thursday designated for in-office collaboration), and ongoing educational reimbursement opportunities. 

How to Apply 

Please submit your resume and a brief cover letter describing your experience in wealth management, your interest in a growth-focused advisory role, and how Hilltop’s core values align with your own. 

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