Former Financial Advisor Broker Business Development Role
CXG Holdings Inc, Suffolk, VA, United States
Benefits:
401(k) matching
Bonus based on performance
Competitive salary
Dental insurance
Opportunity for advancement
Paid time off
Parental leave
Training & development
Vision insurance
Former Financial Advisor / Broker – Business Development Role
REMOTE
Compliance Exchange Group (CXG) is a nationally recognized leader in broker-dealer formation and regulatory advisory. We work directly with founders and financial professionals entering the capital markets industry and provide comprehensive regulatory and principal outsourcing solutions.
We are hiring a performance-driven Sales Executive to close complex, high-value advisory engagements within a structured, accountability-focused environment.
This is not an entry-level position. This role is for a disciplined professional closer.
The Role
You will work directly with qualified prospects in a consultative sales environment involving executive-level financial conversations and multi-touch deal cycles.
You are responsible for:
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
This is a full-time, in-office position based in Suffolk County, NY.
Who We’re Looking For
A former broker-dealer professional with strong knowledge of FINRA/SEC regulatory frameworks
A proven B2B consultative closer with experience selling complex professional services.
You must be:
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
This is not a lifestyle sales role. It is a performance role with meaningful upside for serious producers.
Compensation
Competitive base salary
Performance-based commission structure
High six-figure earning potential
Top performers can exceed $200,000 annually
Compensation details will be discussed during the interview process.
401(k) with employer contribution
Paid time off
Professional growth opportunities
Why CXG
Established national leader in broker-dealer formation and regulatory advisory
Respected reputation within the financial services industry
Strong marketing infrastructure and brand presence
Structured, accountability-driven sales environment
Clear performance expectations and measurable targets
Direct access to leadership and decision-makers
Stable, profitable organization with long-term growth vision
Significant earning potential for disciplined producers
Our culture is built on professionalism, ownership, and execution.
We value structure over chaos, accountability over excuses, and performance over politics.
This is an environment for serious professionals who want to operate at a high level and be compensated accordingly.
This is a remote position.
#J-18808-Ljbffr
401(k) matching
Bonus based on performance
Competitive salary
Dental insurance
Opportunity for advancement
Paid time off
Parental leave
Training & development
Vision insurance
Former Financial Advisor / Broker – Business Development Role
REMOTE
Compliance Exchange Group (CXG) is a nationally recognized leader in broker-dealer formation and regulatory advisory. We work directly with founders and financial professionals entering the capital markets industry and provide comprehensive regulatory and principal outsourcing solutions.
We are hiring a performance-driven Sales Executive to close complex, high-value advisory engagements within a structured, accountability-focused environment.
This is not an entry-level position. This role is for a disciplined professional closer.
The Role
You will work directly with qualified prospects in a consultative sales environment involving executive-level financial conversations and multi-touch deal cycles.
You are responsible for:
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
This is a full-time, in-office position based in Suffolk County, NY.
Who We’re Looking For
A former broker-dealer professional with strong knowledge of FINRA/SEC regulatory frameworks
A proven B2B consultative closer with experience selling complex professional services.
You must be:
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
This is not a lifestyle sales role. It is a performance role with meaningful upside for serious producers.
Compensation
Competitive base salary
Performance-based commission structure
High six-figure earning potential
Top performers can exceed $200,000 annually
Compensation details will be discussed during the interview process.
401(k) with employer contribution
Paid time off
Professional growth opportunities
Why CXG
Established national leader in broker-dealer formation and regulatory advisory
Respected reputation within the financial services industry
Strong marketing infrastructure and brand presence
Structured, accountability-driven sales environment
Clear performance expectations and measurable targets
Direct access to leadership and decision-makers
Stable, profitable organization with long-term growth vision
Significant earning potential for disciplined producers
Our culture is built on professionalism, ownership, and execution.
We value structure over chaos, accountability over excuses, and performance over politics.
This is an environment for serious professionals who want to operate at a high level and be compensated accordingly.
This is a remote position.
#J-18808-Ljbffr