RIA Business Development Consultant

Employer Industry: Financial Services

• Base salary range of $120,000 - $130,000
• Eligible for a comprehensive sales incentive package
• Opportunities for career advancement and professional growth within the organization
• Flexible hybrid work schedule, allowing for a mix of remote and in-office work
• Strong emphasis on employee well-being with benefits like fitness reimbursement and volunteer time off
• Join a company that values innovation and fosters a collaborative work environment

• Promote the acquisition of new advisor relationships through engagement with prospective advisors
• Consult with advisors on product details, performance, and investment allocations
• Educate prospective advisors on the wealth management platform and related offerings
• Conduct proactive outreach to prospective clients through various means, including cold calling
• Present the employer's value proposition at advisor-attended events and maintain a sales pipeline

• Bachelor’s degree in a business or finance field
• Minimum of 7 years of experience in the financial services industry
• Active FINRA licenses:
  Series 6, 63, and 65, and/or Series 7 and 66
• Proven experience in face-to-face sales
• Strong knowledge of SMAs, direct indexing, and tax management services

• Experience with RIA operating platforms, including trading and managed account solutions
• Proficiency in using Salesforce or similar CRM tools to manage territory and pipeline
• Demonstrated time management and organizational skills
• Ability to foster a cohesive team environment
• Proficient in Microsoft Office applications (Excel, Word, PowerPoint)