Competitive pyy + equity; base salary determined b...
Remote
5+ years financial services sales experience
Series 7 and series 63 licenses required
Consultative selling skills with financial advisors
Altruist is transforming the wealth management industry by building an AI platform that empowers financial advisors to optimize their time and resources
Job Summary
Altruist is transforming the wealth management industry by building an AI platform that empowers financial advisors to optimize their time and resources.
The Sales Executive will leverage consultative selling skills to acquire, retain, and expand business with advisors while capturing feedback to inform product roadmaps.
The company offers a competitive benefits package including premium healthcare, a 401k match, paid parental leave, and professional development opportunities.
Matching Summary
Altruist is transforming the wealth management industry by building an AI platform that empowers financial advisors to optimize their time and resources.
Salary
Competitive pay and equity; Base salary determined by experience and location; Not specified
Skills & Requirements
Must-have
5+ years financial services sales experience
Series 7 and Series 63 licenses required
Consultative selling skills with financial advisors
Nice-to-have
Experience in fintech or SaaS organizations
Top-tier management consulting background
Growth mindset and coachability
Creative problem-solving abilities
Strong ownership of work quality
Key Requirements
Minimum 5 years of relevant sales or advisory experience
Possession of active Series 7 and 63 securities licenses
Bachelor's degree in Business, Marketing, or related field preferred