Sales Coordinator

Join Wall Street Alliance Group, one of the fastest-growing branches of OSAIC, managing over $1.2B in AUM and specializing in financial planning for physicians. Backed by OSAIC, one of the nation’s largest independent wealth management firms—overseeing $600 billion in client assets—you’ll be part of a platform with strong resources, technology, and growth opportunities.

This is a high-growth opportunity for someone looking to break into the financial industry and build a long-term career in advisory sales.

What You’ll Do:

• Engage with warm prospects through evening outreach
• Represent the firm at events, booths, and networking opportunities
• Coordinate and manage events from planning to execution
• Speak confidently with prospects about company offerings and prospectus
• Support Financial Advisors and Relationship Managers by setting qualified meetings
• Organize, track, and manage leads in CRM systems
• Follow up consistently and qualify prospects
• Identify and secure new event opportunities
• Collect and review prospect financial statements

What We’re Looking For:

• 2 years of sales experience
• Experience meeting prospects and setting appointments for Financial Advisors
• Strong interest in the financial industry and desire to become a fiduciary financial advisor
• Excellent communication and relationship-building skills
• Highly organized with CRM experience preferred
• Flexibility to work evening hours and travel for events
• Driven, coachable, and eager to grow into a Relationship Manager / Sales role

Compensation:

• $80,000 – $110,000 base salary
• Performance-based bonus tied to lead conversion

Benefits:

• Health insurance
• Dental & vision coverage
• Paid Time Off (PTO)

Career Growth & Development:

• Clear path to Relationship Manager
• Firm-sponsored CFP®, CFA®, and licensing programs, including courses and exam support to advance your career and become a fiduciary advisor