What are the responsibilities and job description for the Business Development Associate position at Etico Financial?
About Etico Financial
Etico Financial is a fast-growing, VC-backed independent RIA and broker-dealer headquartered in Saratoga Springs, NY. We operate on an open-architecture platform where advisors own their book of business and are supported by white-glove operational service. We are built for advisors who want to run their practice on their own terms with a firm that is fully invested in their success.
The Opportunity
This is not a typical entry-level role. You will work directly alongside senior leadership to identify, recruit, and onboard independent financial advisors to the Etico platform. We are growing fast and looking for someone who wants to grow with us.
What You'll Do
- Identify and prospect financial advisors across target markets
- Build and manage a pipeline of advisor candidates
- Stay current on advisor market activity and surface opportunities as they develop
- Plan and execute local recruiting events in the Saratoga market
- Support senior leadership with outreach, research, and meeting preparation
- Build relationships with referral partners in the local market
What We're Looking For
- 3-7 years of financial services experience
- Advisor experience or an existing book of business strongly preferred
- Knowledge of the advisor landscape in the Capital Region
- Series 65 licensed or willing to obtain
- Self-starter who thrives in a fast-paced entrepreneurial environment
- Based in or near Saratoga Springs, NY
Advancement
Etico promotes from within. Strong performers will have the opportunity to take on expanded recruiting responsibilities as we grow into new markets, or transition to an advisor role on the platform for those with an existing book of business.
Compensation & Location
- Base salary plus variable compensation tied to results
- Saratoga Springs, NY — in office
- Direct access to and mentorship from senior leadership
Pay: $60,000.00 - $125,000.00 per year
Benefits:
- 401(k) matching
- Paid time off
Work Location: In person
Salary : $60,000 - $125,000