Client Acquisition Specialist

Desla Wealth Management is seeking a highly motivated, results-driven Client Acquisition Specialist to join our growing advisory team. This role is ideal for a financial professional who excels at building relationships, identifying opportunities, and guiding prospective clients toward long-term investment success. You’ll play a key role in expanding Desla’s client base while upholding our commitment to clarity, transparency, and disciplined advice.
 

Key Responsibilities

• Develop and maintain a deep understanding of Desla’s investment products, planning strategies, and advisory process
• Identify prospective clients through networking, referrals, and outbound outreach
• Conduct comprehensive financial assessments to understand client goals, risk tolerance, and time horizons
• Provide personalized investment recommendations aligned with our evidence-based approach
• Present tailored investment strategies clearly and confidently
• Achieve individual acquisition and conversion targets while supporting broader team objectives
• Stay current on market trends, investment products, and regulatory requirements

Qualifications

• Bachelor’s degree in finance, economics, business, or related field
• Proven experience in investment sales, client acquisition, or financial advisory
• Strong understanding of financial markets and investment products
• Excellent communication, interpersonal, and negotiation skills
• Demonstrated ability to build and maintain long-term client relationships
• Self-driven with a strong desire to meet and exceed acquisition goals
• Relevant certifications (Series 65 or Series 66)

What Desla Offers

• Competitive salary with a performance-based commission structure
• Ongoing training, mentorship, and professional development
• A supportive, collaborative environment grounded in transparency and integrity

About Desla Wealth Management

At Desla Wealth Management, we bring passion, research, and conviction together to provide financial advice and investment strategies that inspire confidence and clarity for every client.