College Planning Advisor- Enrollment/Sales Specialist

Are you a motivated closer looking for high earning potential and a role where your hustle truly pays off?

At BridgeWise Financial Partners, we help middle-class families navigate one of the biggest financial decisions of their lives–paying for college. This is a chance to turn your drive and people skills into a six-figure career with a company that changes lives and delivers real value.

Why This Role is Different:

• High earning potential: Top performers can earn $100K+ within 2–5 years.
• Base Salary: Provides stability with consistent income.
• Comprehensive training: You'll receive training, on-going mentorship, and proven systems designed to help you succeed. The strongest advisors take ownership of their development, proactively seeking feedback, refining their skills, and staying self-motivated to grow both within and beyond formal training.
• No cold calling or prospecting: You’ll be closing warm leads who are already educated on the topic.
• Sales + strategy: Not just a transaction, but a long term solution.

If you are resilient, disciplined in your follow-up, comfortable being held accountable to results, and committed to continuous improvement, this role was built for you.

Your Role:

• Meet with 20-50 qualified families each month (we provide the leads)
• Present our proven college planning memberships with clarity and confidence
• Maintain disciplined follow-up until families reach a clear decision and close the sale
• Use our CRM and systems to track engagement and follow-through
• Enroll families into a high-impact program that’s easy to stand behind and delivers real outcomes in:
• Career exploration and college list building
• Application and essay support
• Financial aid strategy and negotiation
• College funding strategy

You’ll Thrive in This Role if You:

• View sales as a profession and are willing to invest time in developing your skills over the long term
• Are tenacious, goal- oriented, and motivated by high earning potential
• Know how to build trust, communicate clearly, and confidently close the deal
• Are coachable, committed to continuous improvement, and able to follow a proven system while adapting to each family's needs
• Follow up like a pro and don’t need to be micromanaged
• Thrive in a fast-moving, supportive, and performance-driven team
• Are comfortable working with numbers

Qualifications:

• Strong communication and relationship-building skills
• Excellent attention to detail and follow-through
• Ability to learn a proven sales system, execute consistently, and adapt to client needs
• Comfort with basic math and analytical thinking (e.g., calculating aid estimates)
• Confident presenting to individuals or groups (public speaking is a plus)
• Must be available to work in-person at our Troy, MI office

About BridgeWise Financial Partners:

BridgeWise Financial Partners is on a mission to help transform middle-class families’ lives so profoundly that every client can have more fun in life, be financially stress-free, and be in a position to help those around them.

We specialize in late-stage college planning, personal cash flow management, and retirement strategies. As a growing independent fiduciary firm, we only work with families we know we can help. You’ll be part of a fast-growing team with strong leadership, the best tools in the industry, and a steady flow of warm leads ready for you to enroll.

Ready to apply?

If you’re motivated by impact, income, and the chance to help families while building serious financial success — we want to meet you. Submit your resume and let’s talk.

Job Type: Full-time

Pay: $45,000.00 - $120,000.00 per year

Benefits:

• Flexible schedule

Work Location: In person