We are seeking a Director of Business Development to join our team!

We are prepared to compensate the right candidate exponentially if they can bring a book of business.

Responsibilities:

• Profile prospective clients.
• Analyze client financial information, discuss goals and provide financial guidance.
• Present investment plans to clients.
• Assist clients in creating comprehensive long-term financial plans.
• Establish goals and metrics to measure productivity.
• Help resolve client questions or concerns.

Qualifications:

• CFP designation preferred.
• Strong leadership qualities.
• Strong negotiation skills.
• Excellent written and communication skills.
• Familiarity with CRM platforms or related software.