NewAdvisor Onboarding Specialist - Austin, TX Vaco LLCAdvisor Onboarding Specialist - Austin, TXAustin, TX$100,000–$125,000 / yearDetermining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
Sales Client Advisor - BMW of South Austin Hendrick Automotive Group CorporateSales Client Advisor - BMW of South AustinAustin, TexasFull timeWork includes frequent movement around the company facilities and the outdoor car lot to interact with customers and other departments. Completes paperwork accompanying vehicle sales, including but not limited to, preparing sales slip or sales contract.
Service Advisor Hendrick Automotive Group CorporateService AdvisorAustin, TexasFull timeWork includes inspection of customer vehicles and frequent movement around the Service Department to convey information between customers and service technicians. Frequently interacts with customers, service manager and service technicians, and employees from various departments in the dealerships.
Sales Advisor Hendrick Automotive Group CorporateSales AdvisorAustin, TexasFull timeThese passionate and motivated individuals will work in a fast paced environment working to ensure excellent customer service while helping customers find the car of their dreams! Hendrick Automotive Group is growing it's presence in Austin, Texas and with that we need great people to add to our teams!
College & University Business Development Representative - Texas Vaco LLCCollege & University Business Development Representative - TexasAustin, TX$90,000–$100,000 / yearDetermining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. This opportunity is best suited for a self-motivated professional who enjoys building strategic partnerships, working autonomously, and developing long-term relationships within the higher education market.
Business Advisor - Helping Entrepreneurial Companies Grow & Scale The Scalable CompanyBusiness Advisor - Helping Entrepreneurial Companies Grow & ScaleAustin, TXWe deliver our flagship 16-week program, the Get Scalable Accelerator, as well two different flagship 12-month backend programs, the Scale & Exit Accelerator and Founders Board Mastermind – each of which are designed for bootstrapped entrepreneurs at different stages of their business. By combining best-in-class models and frameworks with access to peer masterminds and world-class mentors, we increase the odds of a successful outcome for entrepreneurs, their families, and their teams and customers.
Business Broker / M&A Advisor - ATX Prospere CompaniesBusiness Broker / M&A Advisor - ATXAustin, TX$50,000–$150,000 / yearAbout Us With more than four decades of excellence, Transworld Business Advisors powered by Prospere Companies is the most dominant business brokerage firm and the number one performing franchise group in the global Transworld network. You will have access to more than 700 active listings, a dedicated internal deal team, and a robust buyer network, allowing you to represent both sellers and buyers.
Business Broker / M&A Advisor - ATX Exit FactorBusiness Broker / M&A Advisor - ATXAustin, TX$50,000–$150,000 / yearWith more than four decades of excellence, Transworld Business Advisors powered by Prospere Companies is the most dominant business brokerage firm and the number one performing franchise group in the global Transworld network. You will have access to more than 700 active listings, a dedicated internal deal team, and a robust buyer network, allowing you to represent both sellers and buyers.
Hcm, Sales Consultant / Business Solutions Advisor Insperity (internal)Hcm, Sales Consultant / Business Solutions AdvisorAustin, TXWorks closely with assigned Business Performance Advisors office(s) to build and maintain a pipeline that will meet or exceed monthly, quarterly, and yearly sales goals and objectives. Ability to work within a multi-disciplinary team of sales, technology, professional services, legal, and finance to close a sale that meets both the financial needs of the customer and the company.
Outside Sales Consultant / Business Performance Advisor Insperity (internal)Outside Sales Consultant / Business Performance AdvisorAustin, TXCompetitive Compensation: In addition to a competitive base salary, enrollment bonuses and residual income, you'll have access to an expense allowance and additional incentive compensation, and be eligible to compete for annual awards and trips. You'll have the backing of an organization dedicated to helping you make the deal and a service team committed to keeping your clients happy - even after the sale is complete.
HCM, Sales Consultant / Business Solutions Advisor Insperity IncHCM, Sales Consultant / Business Solutions AdvisorAustin, TXWorks closely with assigned Business Performance Advisors office(s) to build and maintain a pipeline that will meet or exceed monthly, quarterly, and yearly sales goals and objectives. Ability to work within a multi-disciplinary team of sales, technology, professional services, legal, and finance to close a sale that meets both the financial needs of the customer and the company.
Outside Sales Consultant / Business Performance Advisor Insperity IncOutside Sales Consultant / Business Performance AdvisorAustin, TXCompetitive Compensation: In addition to a competitive base salary, enrollment bonuses and residual income, you'll have access to an expense allowance and additional incentive compensation, and be eligible to compete for annual awards and trips. You'll have the backing of an organization dedicated to helping you make the deal and a service team committed to keeping your clients happy - even after the sale is complete.
Outside Sales Consultant / Business Performance Advisor InsperityOutside Sales Consultant / Business Performance AdvisorAustin, TexasCompetitive Compensation: In addition to a competitive base salary, enrollment bonuses and residual income, you’ll have access to an expense allowance and additional incentive compensation, and be eligible to compete for annual awards and trips. You’ll have the backing of an organization dedicated to helping you make the deal and a service team committed to keeping your clients happy – even after the sale is complete.
HCM, Sales Consultant / Business Solutions Advisor InsperityHCM, Sales Consultant / Business Solutions AdvisorAustin, TexasWorks closely with assigned Business Performance Advisors office(s) to build and maintain a pipeline that will meet or exceed monthly, quarterly, and yearly sales goals and objectives. Ability to work within a multi-disciplinary team of sales, technology, professional services, legal, and finance to close a sale that meets both the financial needs of the customer and the company.
Business Solutions Advisor - Austin San Antonio Market Bank of America CorpBusiness Solutions Advisor - Austin San Antonio MarketRound Rock, TXOn screen copy: One-on-one career coaching with your managers And, when not helping clients, there's often time for Business Solutions Advisors to continue to manage their portfolios, setting appointments for future conversations; prepare for upcoming client meetings; learning more about our products and services; connect with teammates and partners; and of course, follow up with clients. On screen copy: Manage portfolios Set appointments for future conversations Prepare for upcoming client meetings Learn more about Bank of America's products and services Connect with teammates and partners Follow up with clients Plus, there are opportunities to earn compensation above my base pay.
Business Analytics Advisor (Clinical & Affordability Trend Analytics) - Hybrid The Cigna GroupBusiness Analytics Advisor (Clinical & Affordability Trend Analytics) - HybridAustin, TX$98,200–$163,600 / yearThese states include: Alabama, Alaska, Arizona, Arkansas, Delaware, Florida, Georgia, Hawaii, Idaho, Iowa, Kansas, Maryland, Massachusetts, Michigan, Nebraska, Ohio, Pennsylvania, Texas, Utah, Vermont, and Washington State. Serve as a strategic business partner with multiple cross-functional areas including clinical, financial, and technical stakeholders to improve operational efficiency, accuracy, and depth of data-driven clinical insights.
MidMarket HCM, Sales Consultant / Business Solutions Advisor Insperity IncMidMarket HCM, Sales Consultant / Business Solutions AdvisorAustin, TXWorks closely with assigned BPA office(s) to build and maintain a pipeline that will meet or exceed monthly, quarterly, and yearly sales goals and objectives. Continues to develop and enhance business cases for prospective customers that reinforce the market leadership position of Insperity in the marketplace.
Midmarket Hcm, Sales Consultant / Business Solutions Advisor Insperity (internal)Midmarket Hcm, Sales Consultant / Business Solutions AdvisorAustin, TXWorks closely with assigned BPA office(s) to build and maintain a pipeline that will meet or exceed monthly, quarterly, and yearly sales goals and objectives. Continues to develop and enhance business cases for prospective customers that reinforce the market leadership position of Insperity in the marketplace.
Sr. Financial Advisor -Austin, TX FinTrust Connect CareersSr. Financial Advisor -Austin, TXAustin, TexasFinTrust Connect has partnered with a well-capitalized regional banking institution to identify top talent for a confidential Senior Financial Advisor opportunity focused on high-net-worth wealth management and business development. This role is ideal for an experienced wealth management professional who excels at building trusted client relationships, attracting assets, and delivering comprehensive financial planning and investment solutions.
Sr. Financial Advisor -Austin, TX FinTrust ConnectSr. Financial Advisor -Austin, TXAustin, TexasFinTrust Connect has partnered with a well-capitalized regional banking institution to identify top talent for a confidential Senior Financial Advisor opportunity focused on high-net-worth wealth management and business development. This role is ideal for an experienced wealth management professional who excels at building trusted client relationships, attracting assets, and delivering comprehensive financial planning and investment solutions.
Contracts Advisor SailPoint IncContracts AdvisorAustin, TX$92,300–$155,524 / yearDeal Closeout & Quarter-End Execution: Lead the post-execution process (proper tagging/indexing in CLM, Salesforce reconciliation, provisioning handoffs) and show readiness to drive high-volume, high-pressure transactions during Quarter-End and Year-End cycles. Meet the Team: Introduce yourself to key cross-functional stakeholders, including Strategic Account Executives (AEs), regional sales leaders, Contract Operations team members, Finance (especially Revenue Recognition), Security, and Customer Success.
NewFiduciary Advisor - Austin Metro - 100K Base + Uncapped Performance-Based Upside Trajan Wealth LLCFiduciary Advisor - Austin Metro - 100K Base + Uncapped Performance-Based UpsideAustin, TX$300,000–$600,000 / yearFull timeEducate prospective clients on retirement income strategies, investment management, annuities, trusts, and estate planning Build trust and credibility through a consultative, education-first approach aligned with Trajan's fiduciary philosophy Convert seminar attendees into long-term client relationships through a proven and repeatable process Expand and Grow the MarketServe as a lead representative of Trajan Wealth in the Austin area, building brand presence and trust locally Expand a client base through seminars, referrals, and strategic community engagement Scale a local advisory practice as part of Trajan's national growth strategy Establish yourself as a trusted resource for retirement, investment, tax, and estate planning within the community Conduct in-depth meetings with clients and prospective clients to understand their financial goals and overall financial picture Design and implement customized financial strategies integrating investment management, tax planning, and estate considerations Help clients make informed decisions and remain confident in their financial future across all market environments Collaborate with Internal TeamsYou're supported by a platform built to help you win. Leverage Trajan's CRM and operational infrastructure to manage client relationships and track opportunities Partner with internal teams across planning, client service, investment, and marketing to deliver a seamless, high-quality client experience Utilize firm resources and support systems to enhance productivity, improve client outcomes, and scale your practice QualificationsClean BrokerCheck / U4 recordBachelor's degree or equivalent experienceSecurities licenses/Certification - Series 65 or (7&66) or Professional Designation: Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), and Chartered Investment Counselor (CIC).TX Life and Annuity license5+ years of financial advisory or investment experienceStrong presentation skillsExperience working with retirement planning clientsMinimum 3 years of experience using a CRM systemProficiency in Microsoft OfficeExcellent written and verbal communication abilitiesProactive work style and strong personal ethics aligned with fiduciary responsibilityBenefitsW2 position with a $100K base salary plus uncapped variable compensation.
Market Leader - Advisor Development Program Bank of AmericaMarket Leader - Advisor Development ProgramAustin, TexasOur Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Financial Solutions Advisor - Registration Candidate - Austin Area Bank of AmericaFinancial Solutions Advisor - Registration Candidate - Austin AreaAustin, TexasOnce you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
Wealth Strategies Advisor Bank of AmericaWealth Strategies AdvisorAustin, TexasKey responsibilities include building relationships with Advisor teams, clients, prospects, and centers of influence, performing technical analyses of clients' estate and financial information, and developing planning strategies while focusing on the bank's ability to implement those strategies with clients' Advisors where appropriate. Demonstrates advanced technical knowledge across a broad range of wealth planning topics such as trust and estate planning, income and wealth transfer tax planning, investments, retirement planning and cash flow modeling, sale of business entities, and philanthropic planning.
Wealth Advisor Weaver And Tidwell LLPWealth AdvisorAUSTIN, TXThe Wealth Advisor works directly with clients and will be responsible for developing, maintaining, and expanding relationships with high net worth and ultra-high net worth individuals, families, trusts, and family entities. That is why we have created an internal leadership coaching program to train leaders to support other leaders at every level of the organization.
Style Advisor, Austin EquinoxStyle Advisor, AustinAustin, TXPart timeEnsures personal comprehension of all communication and training materials, and assists Shop MOD with timely/accurate completion of all assigned operational tasks. The Style Advisor takes direction from the Shop MOD on business strategy and action plans to ensure maximum productivity and compliance with all company policies and procedures.
MCS Operations Program Advisor (PS VII) Texas Health and Human Services CommissionMCS Operations Program Advisor (PS VII)Austin, TX$5,797.66–$8,187It consists of various units that oversee the administration of claims and encounter processing, provider enrollment and credentialing, provider recoupment and vendor holds, provider resolution and administrative appeals, electronic visit verification, administration of drug benefits, drug manufacturer rebates, outpatient drug formulary, member enrollment processes for certain waiver programs, and a modernization team focused on transforming the existing infrastructure into a modern, modular, interoperable system that better supports the business functions of Medicaid programs. Responsibilities include developing work plans, monitoring progress, preparing status updates, fostering coordination within MCS and across HHSC divisions to support timely, high-quality work products, effective execution of department priorities, and communicating with unit staff, stakeholders, agency leadership, and other partners.
NewWealth Advisor Services Associate - RPW Hub International LtdWealth Advisor Services Associate - RPWAustin, TX$26–$30 / hourAbout Us: HUB is a global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. Job purpose: The Wealth Advisor Services Associate is an integral part of the HUB Investment Partners (HIP) team, responsible for delivering a seamless client and advisor experience across all operational and service functions.
NewWealth Advisor Services Associate - RPW Hub International InsuranceWealth Advisor Services Associate - RPWAustin, Texas$26–$30 / hourHUB is a global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. The Wealth Advisor Services Associate is an integral part of the HUB Investment Partners (HIP) team, responsible for delivering a seamless client and advisor experience across all operational and service functions.
Regional Director, Independent Advisors (RIA''''s) Dimensional Fund AdvisorsRegional Director, Independent Advisors (RIA''''s)Austin, TXJust as important, the Regional Director must have a strong business development and client service orientation and understand the issues and challenges Advisors face in building a client-centric, fee-based business. Extensive knowledge and network of fee-based Financial Advisors who may share a similar investment philosophy to Dimensional or with enough intellectual curiosity to want to learn more about it.
NewRegistered Financial Advisor - Austin Human AgencyRegistered Financial Advisor - AustinAustin, TXRemoteYou work closely with investment leadership to refine the thesis, translate macro trends into client-facing insights, and ensure the advice you give is grounded in the fund's strategy and performance. 5+ years of experience in financial advisory, wealth management, or a related field where you've advised individuals or families on portfolio construction, risk management, and financial strategy.
Strategic Advisor - Texas Frontline Technologies Group LLCStrategic Advisor - TexasTXRemote$90,000–$105,000 / yearAs part of our team, you'll be expected and empowered to build and apply AI skillsets that grow with you, because at Frontline Education, technology amplifies what matters most: the human drive to learn, improve, and make a difference. Acting as both advisor and connector, you'll ensure client perspectives inform our product direction - and that our solutions help educators and administrators focus on what matters most: their students.
NewFinancial Advisor Northwestern MutualFinancial AdvisorSan Marcos, Texas$61,000–$250,000 / yearFull timeNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
NewFinancial Advisor | No Prospecting | $100K-$300K+ | Qualified PreSet Appointment United Placement GroupFinancial Advisor | No Prospecting | $100K-$300K+ | Qualified PreSet AppointmentRound Rock, TX$100,000–$350,000If you’re ready to step into a system where the appointments are set, the support is built in, and your income is tied to production—not prospecting—apply now. This opportunity is built for experienced Advisors who want to spend their time closing—not prospecting.
Senior Wealth Advisor Hub InternationalSenior Wealth AdvisorAustin, TXJob purpose: As a Senior Wealth Advisor, you will work directly with referral partners, and prospective clients with a focus on developing client leads through HUB Investment Partners (HIP) participation in referral partner programs. About Us: HUB is a global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.
Private Client Advisor II Bank of America CorpPrivate Client Advisor IIAustin, TXKey responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and the bank's capabilities and services to meet specific client needs. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences.
Advisor, Startup Banking - Austin RhoAdvisor, Startup Banking - AustinAustin, TX$83,000–$115,000 / yearFoster strong collaboration with internal teams to ensure a smooth and efficient sales cycle from initial client engagement through to deal closure and onboarding new clients, while ensuring client satisfaction and long-term relationship building. You will work with Rho leaders and team members across the organization to deliver on our mission of making finance frictionless for organizations by promoting and implementing Rho's differentiated technology to mid-market clients.
Senior Wealth Advisor Hub International InsuranceSenior Wealth AdvisorAustin, TexasAs a Senior Wealth Advisor, you will work directly with referral partners, and prospective clients with a focus on developing client leads through HUB Investment Partners (HIP) participation in referral partner programs. HUB is a global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.
Private Client Advisor II- Austin, TX Bank of AmericaPrivate Client Advisor II- Austin, TXAustin, TexasKey responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and the bank's capabilities and services to meet specific client needs. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
NewManager, Enterprise Product Advisor Team MariaDBManager, Enterprise Product Advisor TeamAustin, TexasRemoteProven track record building, leading, and developing high-performing outbound/inbound prospecting teams, ideally within the database, infrastructure, or broader enterprise software industry. This leader will own the strategy, performance, and development of the Enterprise Product Advisor (EPA) organization — the team responsible for qualifying leads and engaging potential customers through a variety of warm and cold outreach.
Energy Sales Advisor Navigate Power & Verde SolutionsEnergy Sales AdvisorRound Rock, TXRemote$50,000–$250,000 / yearTogether, Navigate Power & Verde Solutions offer an unprecedented array of resources and solutions— giving you, as a consultant/advisor, the powerful advantage of providing clients with comprehensive, end-to-end energy management services. From project design engineering to turnkey project management, Verde Solutions brings the best minds together to create industry-leading strategies in areas like solar, EV chargers’ installations, Battery storage and more.
Software Engineering Advisor- Hybrid The Cigna GroupSoftware Engineering Advisor- HybridAustin, TXCigna-Evernorth Services, Inc. seeks a Software Engineering Advisor for our Austin, TX location to utilize understanding current and future business operations and client needs to develop roadmaps while keeping complexity, feasibility, business value of features and functionality. These states include: Alabama, Alaska, Arizona, Arkansas, Delaware, Florida, Georgia, Hawaii, Idaho, Iowa, Kansas, Maryland, Massachusetts, Michigan, Nebraska, Ohio, Pennsylvania, Texas, Utah, Vermont, and Washington State.
Senior Advisor - Affordability Strategy - Hybrid The Cigna GroupSenior Advisor - Affordability Strategy - HybridAustin, TX$119,600–$199,300 / yearThe Senior Advisor for Affordability is a strategic leadership role responsible for driving the development of clinical strategies across the Cigna Healthcare organization, specifically partnering with the analytics, clinical, product, trend, communications and medical management teams. This role seeks a strategist with deep healthcare expertise, capable of influencing executive decision-making, launching complex cross-functional initiatives, and delivering and communicating actionable plans to drive affordability.
NewAssociate Director, Wealth Advisor ChoreoAssociate Director, Wealth AdvisorAustin, TXChoreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning to translate wealth into fulfillment. Opening Summary: The Associate Director, Wealth Advisor, is an emerging growth and advisory role focused on building client acquisition discipline in the Austin market through CPA partner channels, referrals, and local centers of influence.
Financial Advisor Teacher's Pension and Insurance ServicesFinancial AdvisorAustin, TX$50,000–$75,000 / yearThe educator market is underserved but stable - teachers need specialized help with retirement planning, and we provide the access and support to serve them effectively.". We provide the leads, support, and market access while you focus on what you do best - helping educators secure their financial future.
Cybersecurity Senior Advisor - Security Data Management (SDM) Dell Technologies IncCybersecurity Senior Advisor - Security Data Management (SDM)Round Rock, TX$152,150–$196,900 / yearLead the implementation, configuration, and administration of enterprise logging and monitoring platforms, including Splunk, Elastic Stack, and Cribl, while developing dashboards, alerts, correlation searches, and reporting capabilities. Drive platform reliability and continuous improvement by developing runbooks, monitoring service health, participating in incident response, identifying operational gaps, and implementing scalable remediation and automation solutions.
Wealth Advisor (Austin) SWBCWealth Advisor (Austin)Austin, TexasWealth Advisors have the responsibility of creating networks and establishing relationships with centers of influence within the high net worth and closely-held business space in order to establish a consistent flow of introductions and referrals. Responsible for growing the book of business by identifying value-added products and services for clients, identifying client assets held outside of SWBC and developing additional business through referrals and centers of influence.
Enverus Careers - Segment Director/Advisor, Power Markets - Utilities - 25329Dd EnverusEnverus Careers - Segment Director/Advisor, Power Markets - Utilities - 25329DdAustin, TX$130,000–$200,000 / yearLead client-first discovery and go-to-market motions for new products and upgrades to ensure successful launches that encapsulate the needs of all stakeholders across product development, sales, customer success, marketing, and other functional groups. As a Segment Director or Advisor, Power Markets- Utilities, you will collaborate with product development, sales, customer success, and marketing to strategically lead go-to-market motions, strategic messaging, and client relationships.
Junior Commercial Real Estate Advisor Sands Investment GroupJunior Commercial Real Estate AdvisorAustin, TexasResearch SIG's active inventory and contact/pitch properties to potential buyers.-Catalog relevant properties on the market by product type, CAP rate, and price.- Assist with Proposals or Broker Opinion of Value (BOVs) and pull comps on deals.- The Junior Advisor role is heavily focused on developing skills in cold calling, marketing, and underwriting in addition to CRM/database maintenance and active participation in team role plays, meetings, and training.