Compliance Exchange Group (CXG)

Financial Advisor – Business Development

Compliance Exchange Group (CXG)

full-time

Posted on:

Location Type: Remote

Location: New YorkUnited States

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Salary

💰 $150,000 - $250,000 per year

Job Level

About the role

  • Running structured discovery calls
  • Owning pipeline progression and deal velocity
  • Maintaining disciplined CRM reporting and forecasting
  • Closing sophisticated professional service engagements
  • Participating in weekly pipeline accountability reviews

Requirements

  • A former broker-dealer professional with strong knowledge of FINRA/SEC regulatory frameworks or a proven B2B consultative closer with experience selling complex professional services.
  • Highly organized and process-driven
  • Comfortable operating within clear performance metrics
  • Confident in executive-level conversations
  • Competitive and internally motivated
  • Accountable for results, not activity alone.
Benefits
  • 401(k) matching
  • Bonus based on performance
  • Competitive salary
  • Dental insurance
  • Opportunity for advancement
  • Paid time off
  • Parental leave
  • Training & development
  • Vision insurance
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills
highly organizedprocess-drivencomfortable with performance metricsconfident in executive-level conversationscompetitiveinternally motivatedaccountable for results