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Careers

Careers

Build the Engine That Builds Advisors

Funnels and Setters is growing — fast. We help elite financial advisors grow their firms through exclusive lead generation, structured appointment setting, and end-to-end sales process optimization. And we do it with zero fluff, full accountability, and a culture built on results.

If you’re energized by fast-moving environments, love data, and want to directly impact the growth of high-trust businesses, you might be exactly who we’re looking for.

Open Roles

Open Roles

Media Buyer (Meta/Facebook)

Design, manage, and scale custom ad campaigns for advisor acquisition funnels. You’ll work directly with clients and internal strategists to drive qualified traffic through compliant, high-performance channels.

  • Strong understanding of Meta Ads Manager
  • Funnel optimization experience preferred
  • Analytical mindset with proven results
Specialist

Automation Specialist (CRM & Workflow)

You’ll build and maintain backend systems in GoHighLevel, Make, and other tools that power our CRM automation, lead routing, and call notifications.

  • Prior experience with GoHighLevel, Zapier, or Make.com required
  • Bonus: knowledge of lead scoring and attribution workflows
Appointment Setter

Appointment Setter

As the first point of human contact with our leads, you’ll speak directly with pre-retirees and high-net-worth prospects to book and confirm meetings with our clients.

  • North America–based
  • Comfortable on the phone
  • Training provided — results expected
Account Executive

Account Executive

You’ll lead outbound and inbound advisor discovery calls, helping top-tier planners assess whether Funnels and Setters is the right fit. Sales experience in a high-trust industry is a must.

  • Consultative sales skills
  • Clear communication, objection handling, integrity-driven close
  • Competitive base + commission
Success

Client Success Manager

Your job is to make sure our advisor clients win. You’ll serve as the point of contact, track campaign health, identify sales process gaps, and coordinate between teams.

  • Strong project management skills
  • Understanding of advisor sales cycles
  • Communication-first mindset
Your Rights

 What It’s Like to Work Here

Our culture is not for everyone — and that’s by design.

We move fast, we hold each other accountable, and we play to win. That said, there’s no ego here. Just high expectations, clear goals, and a team that pushes each other to keep getting better.

At Funnels and Setters, we value:

  • Results over activity — show us your metrics
  • Speed over bureaucracy — we don’t sit on ideas
  • Data over guesswork — if it’s not measured, it doesn’t matter
  • Ownership over micromanagement — take the wheel and drive

“We don’t believe in busywork. We believe in growth — for our clients and our team.”