Business Development Associate

Role Overview

The Business Development Associate (BDA) is responsible for driving lead flow of financial advisors to the recruiting team by prospecting, qualifying leads, and maintaining effective reports.

• Prospect financial advisors via phone, email, and social media to generate interest in meeting with recruiters
• Execute weekly prospecting campaigns based on news, territory, and leadership directions
• Qualify leads using independent judgment and present suitable prospects to Regional Directors
• Conduct approximately 100 outreach efforts daily through cold calls, emails, and social media
• Track KPIs and lead impact using
• Develop industry knowledge to qualify for future opportunities

• Sales experience or relevant degree
• High energy, resilience, and ability to build rapport quickly
• Team-oriented, client-focused, and adaptable in fast-paced environments
• Proficiency with MS Office, Salesforce, and understanding of finance/brokerage principles
• Willingness to travel occasionally and work in-office three days a week

Range from $52,500 to $87,500, including base salary and potential incentives, with comprehensive benefits supporting work-life balance and professional growth.