Reports to: Chief Revenue Officer

If you are driven and like working in a fast-paced sales environment, Wealth Access is the right fit for you. Ideal candidates want to work at an organization that isn’t just another stop on the career path. We are a team-oriented group and want to add members who will be excited about working at a small company, changing the financial services technology industry. Come join our group if you are looking to further develop your skill set, grow with an organization and make an impact.


  • The ISA will develop expertise in the ability to demonstrate the value of the Wealth Access solution set to prospects and industry partners
  • Serve as the timely first point of contact with inbound leads that have found Wealth Access through marketing, PR and search engine results
  • Qualify prospects and identify market segmentation alignment with the sales team
  • Conduct outbound prospecting and lead generation activities by phone, email and social media campaigns
  • Assist in our marketing efforts and successfully schedule sales appointments
  • Sales CRM administration
  • Conduct market analysis to identify and target clients who fall within the desired categories established by Wealth Access
  • Timely follow-up with customers and prospects on sales appointments and assist with our referral program
  • Work with the CRO to document, track and report on activities throughout the sales process
  • Represent Wealth Access in front of prospects and at market events
  • Work with other sales professionals to form a highly effective sales team


    • Bachelor’s Degree
    • Demonstrated performance in a high-volume appointment scheduling and/or inside sales experience
    • Detail oriented with excellent execution in structured and unstructured settings
    • Sales and goal oriented (individual and team) with excellent customer service skills
    • 1-3 years of prior internal sales experience
    • Considered a plus: financial services or software sales experience
    • Considered a plus: demonstrable experience with


    • high-volume appointment scheduling: 1 year 
    • inside sales: 1 year
    • 1 year


    To apply, click the button below and send your resume and cover letter via email to with the job title as message subject.


    Wealth Access is an innovative wealth management technology firm that provides reporting solutions for the high net worth advisor and investor community. Its proprietary and diagnostic cloud-based platform aggregates information from more than 20,000 financial services institutions and various holdings to deliver an aggregated view, allowing for better decision support in investments, tax planning, insurance and other complex situations faced by high net worth individuals. Founded by a former Merrill Lynch high net worth advisor, Wealth Access provides a complete platform for advisors to collaborate with other professionals and position themselves central to their clients’ lives. Headquartered in Nashville, TN, Wealth Access is backed by successful investors and notable wealth management technology platforms. For more information, please log on to

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