Business Development Advisor 

Remote Full-time

Position Overview:  

We are seeking a self-motivated and team-oriented individual to join our growing wealth management practice. The Business Development Advisor will play a key role in expanding our client base, developing new client and firm relationships, deepening existing relationships, and delivering exceptional financial guidance.  As a lead advisor, you will focus primarily on identifying potential prospective clients, effectively conveying the firm’s value proposition and investment philosophy, win and onboard new clients and serve as a strategic partner in helping clients define and achieve their financial goals.  This includes comprehensive financial planning, tax-efficient investment advisory services, and risk management strategies tailored to each client’s unique needs.  The ideal candidate is a proactive communicator with strong interpersonal skills, a passion for client service, and a talent for identifying growth opportunities. 

Business Development Advisor:  

  • Identify and pursue new business opportunities through networking, referrals, and strategic outreach. 
  • Qualify prospective clients and guide them through the onboarding process. 
  • Collaborate with marketing and operations to support lead generation campaigns. 
  • Maintain a strong understanding of the firm’s value proposition and communicate it effectively to prospects. 
  • Build relationships with centers of influence (COIs) such as CPAs, attorneys, and business owners. 
  • Stay informed on industry trends and competitor offerings to position the firm effectively. 

Portfolio Manager: 

  • Serve as the primary advisor for new clients won and any assigned clients, delivering comprehensive financial planning and investment advice. 
  • Conduct discovery meetings to understand client goals, values, and financial considerations. 
  • Develop and present customized financial models and investment strategies. 
  • Monitor client portfolios and adjust strategies as needed based on market conditions and changes to client circumstances. 
  • Coordinate with internal and external professionals (e.g., tax, estate, insurance) to deliver holistic advice. 
  • Ensure high levels of client satisfaction and retention through proactive communication and service.
  • Participate in firm-wide initiatives to improve client experience and operational efficiency. 

Qualifications: 

  • At least 5 years’ experience in a Financial Advisor role with extensive experience crafting and delivering comprehensive financial plans. 
  • Demonstrable network of centers of influence, business owners, and high net worth individuals 
  • CFA or CFP® designation or progress toward certification preferred. 
  • Experience guiding, developing, and supporting advisors to enhance their skills and capabilities. 
  • Strong communication, prioritization, and relationship-building skills. 
  • Proficient in financial reporting systems, CRM software, Microsoft Office.

Compensation: 

  • Base salary , plus bonus contingent on contributions to growth in AUM, revenue and profits.