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Director, Business Development; Advisor

Remote / Online - Candidates ideally in
Cedar Rapids, Linn County, Iowa, 52401, USA
Listing for: Integrity
Remote/Work from Home position
Listed on 2026-11-05
Job specializations:
  • Sales
    Business Development
Salary/Wage Range or Industry Benchmark: 120000 - 180000 USD Yearly USD 120000.00 180000.00 YEAR
Job Description & How to Apply Below
Position: Director, Business Development (Advisor Recruiting)
POS ITION SUMMARY  Integrity Wealth is seeking a Business Development Director to recruit independent financial advisors to the platform.  The Director owns the advisor relationship from qualified lead through signed agreement — leading discovery, platform  and financial proposals, home office visits, and final commitment — and represents Integrity's differentiated value  across life, health, wealth, and annuities to advisors evaluating their next platform.

This is a net-new seat added to an  existing team of four.

KEY RESPONSIBILITIES  
• Own advisor relationships from qualified lead through letter of intent, leading the structured recruiting playbook.  
• Read advisor motivation and flex the sequencing between platform-led and economics-led conversations.  
• Deliver financial proposals, home office visits, and reference calls; co-lead legal consultation to close.  
• Hand off cleanly into transitions with a complete deal record.  
• Operate across all recruiting pipelines as the channel-deployment model is finalized.  
• Maintain pipeline hygiene and forecast accuracy in the firm's customer relationship management system.

SUCCESS MEASURES  
• Recruited client assets of $1.5 billion to $2.5 billion per year  
• Time to letter of intent of 90 days or less; win rate of 35–40%  
• Customer acquisition cost of 25% or less of trailing-twelve-month revenue per recruit  
• Pipeline conversion from qualified lead acceptance through letter of intent REQUIRED QUALIFICATIONS  
• Seven or more years recruiting or selling to independent financial advisors, or an equivalent record in wealth  management business development.  
• Documented record of recruiting advisor practices, with comfort owning a personal recruited-asset production target.  
• Command of independent-channel economics and the competitive platform landscape.  
• Consultative sales discipline across long cycles with multiple decision influences.  
• Credible in front of practice owners as a peer and business consultant.  
• Bachelor's degree required.
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