Wealth Management Sales Executive

Job Description

Job Description

Salary : $80,000 - $100,000

The Opportunity

If you are a seasoned business development professional with experience serving corporate executives and high-net-worth families, this role is for you. As a Wealth Management Sales Executive at Stevens Foster, you will lead new client acquisition and relationship development. You will focus on expanding referral networks, converting prospects, and collaborating with advisors to deliver a seamless client experience.

At Stevens Foster, we take an integrated approach to wealth management, bringing tax, estate, and investment professionals together to serve clients holistically. Your consultative approach, focusing on relationship-building, and ability to align client needs with our full range of services will be essential to the firms continued growth.

What Youll Do

• Develop and execute a business development plan targeting executives and families with complex financial needs.
• Acquire new clients through networking, referrals, outreach, and community engagement.
• Collaborate with planners and advisors to ensure a smooth onboarding process.
• Align campaigns and events with business development goals.
• Track sales activity and pipeline metrics in CRM, reporting progress to leadership.
• Consistently meet or exceed new client acquisition and revenue goals.

What Were Looking For

Compensation & Benefits

This role offers a competitive base salary in the range of $80,000$100,000, depending on experience and qualifications, along with bonus opportunities. In addition to salary, Stevens Foster provides a comprehensive benefits package designed to support your financial security, health, and worklife balance. Benefits include medical, dental, and vision coverage; retirement savings with company match; paid time off (including volunteer PTO); parental leave; disability and life insurance; and flexible spending / HSA options.

Schedule

About Stevens Foster

Stevens Foster is a highly respected independent Registered Investment Advisory firm, consistently ranked among the top advisors in the region. We specialize in serving high-net-worth individuals and corporate executives with fully integrated wealth management, financial planning, investments, tax planning, and estate planning services.

What sets us apart is our collaborative team culture and our commitment to excellence. At Stevens Foster, you wont just be another employee, youll be part of a close-knit team that values integrity, trust, and long-term relationships. We take pride in helping clients simplify complexity, achieve peace of mind, and build lasting financial security.

We extend that same commitment to our employees by investing in professional growth, encouraging new ideas, and creating an environment where talented people can do their best work while maintaining balance in their own lives.

Stevens Foster is an Equal Opportunity Employer. We provide equal employment opportunities to all employees and applicants without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, genetic information, marital status, or any other protected characteristic under applicable law.