[Remote] Account Executive
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