
Financial Advisor – Business Development
Compliance Exchange Group (CXG)
full-time
Posted on:
Location Type: Remote
Location: New York • United 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