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Altruist is an AI-powered platform transforming wealth management by empowering financial advisors to grow their practices, optimize resources, and deliver superior client outcomes. The company is seeking an Internal Sales Consultant to join the Client Development team in a consultative sales role focused on acquiring, retaining, and expanding business with financial advisors.
In this role, you will develop deep expertise in the Altruist platform and its capabilities (including features like the rebalancer and Model Marketplace) and use consultative selling techniques to build trust with advisors, educate them on product value, and guide them through the buying process. You will be responsible for meeting individual quarterly and annual sales quotas while supporting the broader team's success.
Key responsibilities include:
- Achieving individual sales targets and contributing to team quota attainment
- Rapidly mastering the Altruist platform and articulating its value proposition to financial advisors
- Employing consultative selling to build advisor relationships and drive acquisition, retention, and expansion
- Systematically gathering and synthesizing advisor feedback to inform product roadmap and marketing priorities
- Contributing to scalable growth by identifying process improvements, maintaining accurate Salesforce records, and conducting quarterly territory planning
- Demonstrating coachability and applying feedback from sales leadership to continuously improve effectiveness
The role is based in Los Angeles with office locations also available in Culver City, CA, San Francisco, CA, and Dallas, TX. Altruist offers competitive total compensation including a bonus program, premium healthcare/dental/vision, 401k with 4% match, 16 weeks paid parental leave after one year, professional development opportunities, and a one-month work-from-anywhere policy.
REQUIREMENTS:
- 3+ years of experience in one of the following: independent financial advisor, B2B sales professional at a financial services/fintech/SaaS organization, or consultant specializing in financial services at a top-tier management consulting firm
- Demonstrated track record of meeting or exceeding sales quotas in fast-paced environments
- Ability to quickly understand complex product features and articulate their customer value
- Bachelor's degree (B.A./B.S.) in Business, Marketing, Economics, or related field (preferred)
- Technical aptitude and ability to quickly master modern tech stacks, including AI and agentic workflows
- Strong ownership mentality, communication skills, resilience, and creative problem-solving ability
- Bonus qualifications: prior experience at a fast-growing B2B startup, FINRA Series 7 and 63 licenses
