- Proactively researching and evaluating prospective advisors, providing information about the firm and evaluating fit when reaching out
- Assisting business development consultants and team members in other departments with tasks related to streamlining the onboarding experience for new advisors
- Responding to inbound inquiries and requests for proposal alongside a business development consultant
- Maintaining the CRM database to support the sales process and report on each marketing campaign
- Preparing the logistics for home office visits (booking presenters, securing rooms, preparing visit materials, and developing advisor profiles)
- Managing and leading departmental projects, as needed
- At least 2 years of experience in the financial services field with RIA or broker/dealer experience
- Self-starter who is motivated to fill the teams pipeline with quality prospective advisors
- Strong verbal and written communication skills
- Excellent listening and probing skills
- Strong time management and organizational skills
- Ability to excel in a team environment
- FINRA Series 7 securities registration preferred
- Experience with CRM software
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Business Development Associate Consultant - Waltham, United States - Commonwealth Financial Network
Description
Overview:
Whether youre looking for a high-energy, inclusive atmosphere and a company that understands the importance of work/life balance, Commonwealth is your match From generous bonus and 401(k) programs to tuition reimbursement and flexible work schedules, Commonwealth is focused on helping its employees thrive in an environment suited to their needs. On top of all that, the Business Development department offers a hybrid work schedule, so youll be able to work from home for part of the week
Were looking for a business development associate consultant to join our ranks. Our successful, driven, and fun Business Development team is looking to bring on a business development associate consultant to help us initiate and foster relationships with prospective financial advisors in our target market. You will work with business development consultants and team members in other departments to support home office visits, reach out to leads, and onboard new advisors with our signature indispensable service.
Our goal of 100-percent satisfaction for our advisors means that everyone in our home office is driven to do whatever it takes to help them be their best every day.
Key Accountabilities
Core Strengthsand Skills
Have we piqued your curiosity? Can you see yourself thriving in this opportunity?
Picture Yourself Here
At Commonwealth, we believe in a better world. We hold ourselves and each other to higher standards. We take care of one another. Thats why we invest in youwe encourage employee growth both in your career and education; we are building out a robust diversity, equity, and inclusion program; we offer incredible healthcare benefits; and we find plenty of occasions to celebrate. Whats not to love?
We are always striving to be better, and we are looking for employees who share that same mindset. Better people, better coworkers, better leaders, better creators. Bring your best work and your full self to the table, and we will do the same. Together, we can build a better future for our advisors, their clients, our company, and you.
About Commonwealth
Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides a suite of business solutions that empowers more than 2,000 independent financial advisors nationwide. Privately held since 1979, the firm has headquarters in Waltham, Massachusetts, and San Diego, California.
Turning our advisors into raving fans starts by doing the same for our employees. We foster an environment of excellence, growth, rewards, and fun in equal measure, which has earned us 44 Best Place to Work awards.?
The Fine Print
We care about your online safety as a prospective employee and encourage you to exercise caution when responding to job postings online. Commonwealth will never ask potential hiring candidates to pay or transfer funds as a precondition of interviews or employment, nor will we authorize recruiters or agents to do so on our behalf.
Commonwealth is an equal opportunity employer, making intentional efforts to source talent from all backgrounds.
Min:USD $80,000.00/Yr.
Max:
USD $100,000.00/Yr.
