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Centura Wealth Advisory is Hiring a Business Development Advisor Near San Diego, CA
Centura Wealth Advisory is hiring a Business Development Advisor for CWA’s consulting department. As a Business Development Advisor, you will perform a wide array of tasks and be responsible for organic growth within the consulting department. Your primary responsibility would include leveraging your existing Center Of Influence (COI) network, cultivating Centura’s existing COI network and developing new relationships with professionals to add to our current COI Professional network. Our vetted COI network is to deliver Out-Bound Retail Client Referrals that match our COI’s target audience and collect In-Bound introductions that meet CWA ideal retail prospect profiles (Founder lead business owners C-Level executives that have minimum Taxable Income > 2MM per annum minimum Net worth > 20MM ).Our existing in-bound referrals come from these three campaigns:
- Elite Advisor Collaboration Program “EACP” in-bound retail client referrals,
- COI in-bound & out-bound retail client referrals
- Client in-bound retail client referrals
There is a calendar of events (in-person & via web) that we drive EACP COI professionals to in continuing to educate our professional networks. CWA will continue to publish & present thought leadership on a variety of wealth management topics and stay top of mind with our professional audience. The development of new relationships will occurthrough attending conferences, COI professional introductions, client professional introductions and industry professional events (NO COLD CALLING). Additionally, you will utilize a CRM to manage and record updates for client generation to keep key stakeholders informed.
We are looking for a results-oriented and driven team player who thrives in an environment where they are constantly building relationships. This role requires you to have the ability to identify and qualify potential COIs and communicate Centura’s Ideal Client and Value Proposition.
Roles and Responsibilities:
The key areas of responsibility include:
- Possess an existing COI group that you can nurture per the above
- Develop and execute on the team strategy to achieve annual growth goals for your team
- Attend and participate in networking groups, conferences, and events to generate new COIs, and prospects
- Maintain sufficient expertise to accurately describe comprehensive value proposition
- Own and maintain team COI depth chart for critical referral partners
- Prepare and manage marketing COI activities for team annually
- Support initial engagement, introduction, and integration of clients to team and company for delivery of key value drivers
- Participate in ongoing case work & learn process, strategy and desired outcomes
Additional Success Factors:
- Continue to enhance COI generation process
- Cross Team Marketing as it relates to Business Development efforts
- Support and assist with corporate initiatives
- Participate in team business planning process
- Support ongoing client relationships
Qualifications & Experience:
Experience
- Undergraduate degree is required, preferably in finance, economics, or business administration
- 5 years of financial services sales experience as an advisor or wholesaler or in a business development function, required
- Existing relationships with CPAs, Estate Attorneys, Tax Attorneys and other professionals that serve High-Net-Worth and Ultra-High-Net-Worth clients, required
- Proven track record of hitting sales quotas and achieving growth goals
- CFP, CPA, CFA, Attorney or equivalent professional certification (preferred)
Required skills
- Excellent interpersonal relationship skills required
- Highly effective oral and written communication skills required
- Proficient in building sales/business plan and executing strategy to achieve planned results
- Able to deliver client facing (Ideal Client Script, COI Value Proposition, Explain client experience case studies to COI prospects)
- High EQ
- Proficiency in entering and maintaining data in CRM & other internal systems
- Qualifying elite COIs to add to COI network
- Consummate “networker”, building effective professional relationships
Software usage & proficiency
- Microsoft Office: Excel, Outlook, Word, PowerPoint – required
- Salesforce or equivalent CRM skills- required
Job Summary
Full Time
Business Services
$87k-112k (estimate)
02/07/2024
05/03/2024
centurawealth.com
SAN DIEGO, CA
<25
2018
DEREK MYRON
<$5M
Business Services
Related Companies
The job skills required for Business Development Advisor include Business Development, CRM, Initiative, Leadership, Salesforce, Microsoft Office, etc. Having related job skills and expertise will give you an advantage when applying to be a Business Development Advisor. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Business Development Advisor. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Business Development Advisor positions, which can be used as a reference in future career path planning. As a Business Development Advisor, it can be promoted into senior positions as a Business Development Associate IV that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Business Development Advisor. You can explore the career advancement for a Business Development Advisor below and select your interested title to get hiring information.
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