Wealth Management Seminar & Business Development Consultant

Kuttin Wealth Management is seeking an experienced, polished professional in the Greater Dallas area who can do more than deliver a great presentation — someone who knows how to earn a room's trust and turn that trust into scheduled appointments and closed business.

This is a highly visible business development role for someone who thrives in front of an audience and is equally effective in one-on-one conversations. You will be responsible for attracting prospective clients through educational seminars, converting attendees into qualified appointments, conducting discovery meetings, and helping move opportunities through the sales process.

You don't need to have held the title “Financial Advisor” to be right for this. If you've run a bank or credit union branch, managed high-touch corporate or client relationships, led in another service-driven industry, or simply built your career presenting to a room and closing what follows — this could be exactly the seat for you.

This is not a pure speaker role. This is a presenter, relationship builder, and business developer position designed for professionals who enjoy owning the client-acquisition process from the seminar stage through the final decision.

• Conduct educational retirement and wealth management seminars for prospective clients.
• Present to groups ranging from intimate gatherings to larger public events.
• Drive attendee engagement and convert seminar participants into qualified appointments.
• Conduct Prospect Marketing Meetings (PMMs), discovery meetings, and follow-up appointments.
• Build trust with prospective clients and uncover opportunities for wealth management services.
• Work closely with advisors to transition opportunities when appropriate.
• Independently close new business opportunities when applicable.
• Maintain a disciplined follow-up process that maximizes appointment conversion and asset growth.
• Track activity, pipeline progression, and resulting assets under management.

Successful professionals in this role typically:

• Participate in approximately 40 seminar campaigns annually.
• Present at multiple events each week.
• Generate an average of five qualified PMMs from each event.
• Conduct approximately 200 qualified PMMs annually.
• Maintain roughly 10 appointments per week across first, second, and third meetings.
• Source $80 million or more in annual client assets, with top performers can exceed $100 million to $120 million in annual sourced assets.

• $100,000 annually

Uncapped compensation based on assets sourced – OTE $260,000 - $350,000

High performers have the opportunity to significantly exceed target compensation.

• Experience in financial services, banking, or another relationship-driven service industry — branch management, corporate client services, or a similarly client-facing, trust-building role.
• Proven success presenting to groups and public audiences.
• Demonstrated ability to convert an audience into scheduled appointments — and appointments into decisions.
• Experience conducting discovery meetings and advancing prospective clients through a sales process.
• Strong relationship-building and consultative selling skills.
• Excellent follow-up discipline and organizational skills.

• Bank, Credit Union, or Brokerage Branch Manager
• Wealth Management Business Development Consultant
• Corporate Client Relationship Manager or Business Specialist
• Retirement Planning Specialist
• External Wholesaler
• Advisor Recruiter with client-facing sales experience
• Any service-industry leader who has run a room, built client trust, and closed business — even if your title has never been “Financial Advisor.”

• Comfortable speaking to groups and engaging audiences.
• Natural relationship builder.
• Competitive and results-oriented.
• Self-motivated with strong accountability.
• Organized and process-driven.
• Professional presence with the ability to build trust quickly.

• Competitive Compensation
• Health Benefits, 401(k) Retirement Plan with Employer Match, Paid Holidays, Paid Vacation
• Named by Investment News and Top Workplaces as a  Best Place  to Work!