Note: The job is a remote job and is open to candidates in USA. AdvisorFinder is transforming how people find and choose a financial advisor, aiming to improve the financial lives of individuals. The Account Executive role involves managing the full advisor-side sales process, building pipelines, and collaborating with leadership to expand relationships and influence strategy.

Responsibilities

• Source and build your own pipeline of financial advisors through outbound (cold email, LinkedIn, phone, industry events)
• Leverage the existing relationships and pipelines AdvisorFinder has built to expand them
• Run discovery calls to uncover pain points — you ask before you pitch
• Deliver compelling demos and proposals tailored to each advisor's growth goals
• Manage deals from first touch through close and handoff to onboarding
• Directly influence go-to-market strategy by collaborating with leadership on new approaches and revenue opportunities
• Feed market intel back to leadership — objections, competitive signals, pricing reactions

Skills

• 2–8 years of full sales cycle experience in an SDR or AE role, preferably in a fast-paced, high-growth startup environment
• Comfortable with an inside sales motion - cold email, cold calling, LinkedIn
• Ability to drive deals independently in a fast-paced, dynamic environment
• Track record of hitting or exceeding quota
• Strong discovery skills - you ask before you pitch
• Familiarity with the financial advisor / wealth management landscape is a strong plus
• HubSpot or comparable CRM experience
• Comfortable in an early-stage environment where you help build the playbook, not just follow one

Company Overview