Lead discovery, qualification, and closing conversations with prospective clients • Convert ideal prospects into long-term Hilltop clients • Identify opportunities to expand assets and planning relationships with existing clients • Cultivate client referrals and Centers of Influence (CPAs, attorneys, etc.) • Represent Hilltop professionally in community and growth-oriented settings • Partner with Lead Advisors to ensure a seamless onboarding and transition experience • Collaborate with planning, investment, and client service teams to support growth initiatives. • Extensive experience working with high-net-worth families • Strong understanding of comprehensive financial planning concepts • Excellent communication skills (verbal, written, empathy, and listening) • Demonstrates personal integrity and sound judgment • High emotional intelligence and comfort leading client conversations • Strong organizational skills and ability to manage multiple opportunities • Familiarity with tools such as eMoney, Holistiplan, and Nitrogen preferred.