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:

Performance‑based bonus tied to lead conversion

Health insurance

Paid Time Off (PTO)

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

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