Business Development Associate
Business Development Associate
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Job Description
About Us
Join Daniala Guidoos and her dynamic team where innovation meets impact. Our client-centric financial planning practice is built on a foundation of excellence and genuine care. Were on a mission to transform the financial landscape while empowering our team to be trailblazers in every sense. Here your entrepreneurial spirit will thrive your ideas will spark transformative change and your success will be directly tied to building a legacy.
The Opportunity
Imagine a role where every day ignites your passion challenges your creativity and rewards your efforts with measurable growth. As a Business Development Associate youll play a pivotal role in expanding our high-value client base and driving asset growth. Youll have the opportunity to leverage innovative financial tools while crafting bespoke solutions that elevate the financial destiny of top-tier individuals.
What Youll Do
- Innovate & Execute: Design and implement dynamic business development strategies to expand our client base and fuel sustainable growth.
- Engage & Connect: Build robust lasting relationships with high-net-worth individuals through proactive networking referrals and personal rapport.
- Strategic Impact: Create compelling presentations and strategic proposals that captivate prospective clients and convert opportunities into success.
- Drive Daily Excellence: Whether on client calls face-to-face meetings or digital interactions youll be at the forefront of delivering exceptional service and actionable insights.
What Were Looking For
- Professional Experience: Financial sales/advisory roles client facing experience required
- Industry Credentials: Mutual Fund license; Life License Qualification Program.
- Growth Mindset: While a CFP designation is a bonus the willingness to pursue one reflects your commitment to continuous improvement.
- Relationship Builder: A natural networker with the ability to forge high-impact relationships and turn prospects into loyal clients.
- Passionate & Driven: You inspire confidence among your peers friends and familynow channel that energy to make a real difference for our clients.
What We Offer
- Equity Ownership: Enjoy a unique opportunity to build equity ownership in a thriving practice ensuring your long-term success is intertwined with ours.
- Competitive Rewards: Benefit from a compensation structure that values your industry expertise supplemented by performance-based incentives.
- Growth & Development: Thrive in an entrepreneurial environment that champions continuous learning creative problem-solving and personal excellence.
- Innovative Resources: Gain access to state-of-the-art financial planning tools designed to empower you and streamline your success.
- A Culture of Impact: Be part of a supportive forward-thinking team where your contributions are celebrated and your career is nurtured.
Why Join Us
At our practice every day is a chance to make a profound impactboth on your career and the financial well-being of our clients. If you have the ambition to build powerful relationships drive strategic growth and leave a lasting legacy in the financial industry this is the place for you. Lets redefine success together.
Take the Leap: Elevate your career and join a team thats passionate about innovation excellence and transformational growth. Apply now to become a key driver in our exciting journey!
Please send your cover page and resume to
Please apply by June 10 2025.
Required Experience:
IC
Employment Type
Advisor
