- Responsible for business networking, and development
- Manage and implement business growth plan
- Establish goals and metrics to measure asset gathering productivity, oversee asset gathering for all staff, track real asset gains and referral sources, and work with the Director of Marketing to track and report real asset gains
- Lead and manage firm acquisitions, business consultations in investment related areas like taxes, insurance, real estate, etc
- Assist clients in creating comprehensive long-term financial plans.
- Conduct annual review meetings with clients
- Assist with profiling prospective clients
- Present investment plans to clients
- Analyze client financial information, discuss goals, and provide qualified financial guidance
- Help resolve client questions or concerns
- CFP or CFA designation preferred
- Health and Life license preferred
- Strong leadership qualities.
- Strong negotiation skills
- Excellent written and communication skills
- Familiarity with CRM platforms or related software
- Strong work ethic & personal integrity
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Spectrum Financial Alliance - Nicholasville, United States - Financial Services Company
Description
Job Description
Job DescriptionSpectrum Financial Alliance is seeking a Director of Business Development to join our team
SFA is a fast-growing 100% RIA with no commission business that desires an experienced individual to help us focus on new business development via firm acquisitions and new individual client onboarding. While our growth rate is high for the industry, we believe our enduring quest for investment return excellence and our superb client service could garner even higher growth rates with the appropriate individual leading the effort. The right individual will be compensated well and, if they bring a book of business (to be purchased) with them, will be compensated for that as well. The right individual will have equity participation.
The published pay range for this position is $80,000 - $150,000, not including book compensation.
Responsibilities:
Qualifications:
About Spectrum Financial Alliance:
Spectrum Financial Alliance is a concentration-focused, total-return wealth management company. We are a faith-based, conservative firm. Excellent money management is our passion, and we are very serious about our client's results.
Most financial providers are reactive to market events - not proactive At Spectrum Financial Alliance, we proactively attempt to put client assets in front of market events instead of reacting to unfavorable events We build long-term investment portfolios that have a high possibility to succeed in a variety of potential situations. We do so by using our unique, concentrated and predictive investment style Our investment style and disciplined approach have stood the test of time through both market lows and highs - which allows us to provide our clients with exceptional investment returns year after year
Company DescriptionSpectrum Financial Alliance is concentration-focused, total return wealth management company. Excellent money management is our passion, and we are very serious about our client's results.Most financial providers are reactive to market events - not proactive At Spectrum Financial Alliance, we proactively attempt to put client assets in front of market events, instead of reacting to unfavorable events We build long-term investment portfolios that have a high possibility to succeed in a variety of potential situations. We do so by using our unique, concentrated and predictive investment style Our investment style and disciplined approach have stood the test of time through both market lows and highs - which allows us to provide our clients with exceptional investment returns year after year
Company Description
Spectrum Financial Alliance is concentration-focused, total return wealth management company. Excellent money management is our passion, and we are very serious about our client's results.\r\r
Most financial providers are reactive to market events - not proactive At Spectrum Financial Alliance, we proactively attempt to put client assets in front of market events, instead of reacting to unfavorable events We build long-term investment portfolios that have a high possibility to succeed in a variety of potential situations. We do so by using our unique, concentrated and predictive investment style Our investment style and disciplined approach have stood the test of time through both market lows and highs - which allows us to provide our clients with exceptional investment returns year after year
