In this entry-level role, you will drive client acquisition for a niche wealth management practice serving airline pilots. You'll act as the first point of contact, scheduling introductory meetings for senior advisors while building foundational knowledge of the airline industry and retirement structures. You'll work closely with sales, marketing, and advisory teammates to support growth and pathway into advanced sales or advisory roles. This position emphasizes performance, structure, and on-the-job development, with company-backed licensing support. You join a team that values professionalism, client service, and talent development.
Compensation / Benefits