Business Development Associate

About Wealth Strategies: At Wealth Strategies, we redefine financial success by focusing on helping our clients achieve "Wealth Beyond Money." We are a comprehensive financial planning firm committed to guiding individuals, families, and businesses toward sustainable financial futures. Integrity, client-centered service, and innovative solutions are the core principles that drive everything we do.

The Role: We are looking for dynamic and motivated individuals to join our team as Business Development Associates. In this role, you will be at the forefront of our mission, directly engaging with clients to provide tailored financial solutions that secure their financial well-being.

What We Offer:

• Uncapped Earning Potential: With our all-commission draw against commission structure, your hard work directly translates to your financial success. Top performers can achieve substantial income levels.
• Comprehensive Benefits: Enjoy a full benefits package, including a Defined Benefit Plan, 401(k) with Match and Roth options, health and dental insurance, and more, designed to support your well-being and future.
• Career Growth Opportunities: Fast-track your career with opportunities for leadership development and management roles. We provide continuous training, resources, and mentorship to help you excel.
• Flexible Work Environment: Benefit from a hybrid model that combines office-based collaboration with fieldwork, giving you the autonomy to manage your time and build your client base effectively.
• Career Development & Licensing Support: We invest in our Financial Advisors by sponsoring and reimbursing licensing for Life & Health, SIE, Series 7, and Series 66, along with tuition reimbursement for industry-recognized professional designations.

Your Responsibilities:

• Engage Clients: Actively reach out to individuals and businesses within your target market, understanding their unique financial needs and goals.
• Deliver Solutions: Present customized financial strategies that align with your clients' objectives, helping them protect their assets and build lasting wealth.
• Build Trust: Establish and maintain strong relationships with your clients, providing ongoing guidance and ensuring their financial plans evolve with their needs.
• Achieve Results: Drive your success through direct sales efforts, with the opportunity to grow your portfolio and maximize your earning potential.

Who You Are:

• Motivated & Goal-Oriented: You thrive on achieving goals and have a strong drive to succeed in direct sales.
• Personable & Trustworthy: Building genuine relationships comes naturally to you, and clients appreciate your honest and reliable approach.
• Sales Experience Preferred: While a background in sales is a plus, what matters most is your ability to connect with clients and deliver results.
• Licensed: Licensing in Life & Health (L&H) and Series 7, 66 is required, and we will assist you in obtaining these certifications if necessary.

Why Choose Wealth Strategies? Wealth Strategies isn’t just about numbers; it's about people. We take a holistic approach to financial services, focusing on long-term success and using cutting-edge technology to enhance client relationships. With our established presence in Colorado and Utah, you’ll have the support and resources needed to make a real impact.

Ready to Take the Next Step? If you’re ready to build a rewarding career as a Business Development Associate with a company that values integrity, innovation, and client success, we want to hear from you. Apply today to join Wealth Strategies and start your journey toward helping clients achieve "Wealth Beyond Money."

Job Type: Full-time

Pay: $80,000.00 - $90,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance

Application Question(s):

• Do you have a college degree or completed some college?
• Do you have consistent job history for the past 5 years?

Work Location: On the road

Salary : $80,000 - $90,000