Sales Executive, New York & New Jersey

The role

You will build a deep understanding of the Altruist platform to position its capabilities to financial advisors. You will use consultative selling to acquire, retain, and expand business while providing advisor feedback to inform company priorities.

What you will do

• Achieve individual quarterly and annual quota.
• Position the Altruist platform and specific features to advisors.
• Use consultative selling to build trust and guide advisors through the buying process.
• Capture advisor feedback to inform product roadmap and marketing campaigns.
• Identify ways to improve the sales team and meet service-level agreements.
• Maintain accurate and complete records in Salesforce.
• Apply feedback from sales leadership to increase effectiveness.

Required qualifications

• At least 5 years of experience as an independent financial advisor, as a sales professional at a B2B financial services, fintech, or SaaS organization, or as a consultant specializing in financial ser
• A track record of meeting or exceeding quotas in a fast-paced environment.
• Strong consultative sales skills.
• The ability to quickly understand complex product features and articulate how they create value for customers.
• Series 7 and 63 licenses
• Technologically savvy and able to quickly get up to speed on modern tech stacks, including AI and agentic workflows
• Ownership: take pride in work and hold yourself accountable.
• Superb communication: practice intentional dialogue and listen thoughtfully.
• Resilience: demonstrate determination to achieve success.
• Assurance: bring confident, ego-less judgment and strong knowledge base.
• Creative problem solving: bring a creative approach to overcoming roadblocks.

Nice to have

• B.A./B.S. degree in a relevant field such as Business, Marketing, Economics, etc.

Benefits

• Stunning, amenity-filled office spaces in Culver City, CA, San Francisco, CA, and Dallas, TX.
• Competitive total compensation.
• Premium healthcare, dental, and vision insurance plans (HMO and PPO).
• 401k savings plan with a 4% match and immediate vesting.
• 16 week paid parental leave after one year of employment.
• Professional growth and development opportunities including an employee mobility program and an annual L&D budget allocation.
• Company perks program including discounts on pet insurance, fitness, cell phone plans, and travel.
• Financial guidance program.

About the company

Altruist is transforming the multi-trillion dollar wealth management industry by building an AI platform for wealth professionals. They partner with financial advisors nationwide to help them grow and deliver superior outcomes for clients.