Posted 12/18/2025
Job Number: 15087
Financial Presenter
Greenville, SC • Onsite
Industry: Financial Services
Job Category: Wealth Management
Job Type: Direct Hire
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Job Description
This is not a traditional sales role; it’s a stage, a spotlight, and a serious growth opportunity. A purpose-driven financial advisory firm is hiring a Financial Presenter to lead live educational events, connect with pre-retirees and retirees, and generate high-quality client relationships through compelling, trust-building presentations. This role is responsible for delivering the firm’s message at curated speaking engagements, engaging audiences with clarity and confidence, and converting interest into booked appointments for the advisory team. You’ll work closely with the CEO, receive direct training, and play a visible role in the firm’s continued growth. They’re looking for a confident, polished communicator who can command a room, earn trust quickly, and turn education into action.
Financial Presenter Responsibilities:
- Deliver engaging, high-energy live presentations at speaking events
- Present the firm’s holistic financial planning philosophy, including tax-efficient strategies, at a high level
- Build credibility and rapport with retiree and pre-retiree audiences
- Generate qualified leads from presentations and maintain a strong booking rate
- Conduct daytime client appointments to convert presentation attendees into prospects
- Study and master the firm’s presentation materials, messaging, and recorded training content
- Collaborate closely with leadership and the advisory team to continuously refine presentation delivery
- Maintain accurate records and follow-up using CRM and internal systems
- Represent the firm with professionalism, energy, and consistency at all events
Financial Presenter Requirements:
- 3 – 5+ years of experience in sales presenting, public speaking, or performance-driven roles
- Exceptional communication and storytelling skills with the ability to captivate an audience
- Strong sales instinct with the ability to motivate action without being pushy
- Comfortable working evenings and maintaining a flexible schedule
- Must be based in Greenville, SC, or Charlotte, NC
- Proficient with Microsoft Office
- Clean background, credit, and FINRA check
- Cannot currently hold Series 7 or Series 63 licenses
- Bachelor’s degree preferred
- Willingness to obtain an insurance license within 90 days is preferred
Benefits:
- Presentation fees
- Medical, dental, and vision insurance with employer contributions
- Simple IRA with company match
- PTO + Paid holidays + Soft Close at end of year
- Monthly company lunches, team outings, and performance-based company trips
- Relocation assistance available
This role is ideal for a natural presenter who thrives in front of people, values purpose over pressure, and wants to be rewarded directly for performance. If you can educate, inspire, and convert, without scripts or ego, this is a rare opportunity to build influence, income, and long-term growth inside a fast-scaling advisory firm. Apply now! #LI-KR1
Job ID: a0CUm00003YDuP6MAL
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