Job Description

We have an exciting opportunity for a Business Development Specialist to join a nationally respected independent RIA in a high-impact, client acquisition role. This position is built for a confident communicator who enjoys building relationships and thrives in a fast-moving, team-based environment. The BDS plays a central role in driving firm growth by originating new client relationships through trusted custodian referral programs. This is a hybrid position with flexibility in select markets. DUTIES & RESPONSIBILITIES Build and manage relationships with Financial Consultants (FCs) at Schwab and Fidelity referral branches Serve as the first point of contact for prospective clients; conduct discovery calls to assess fit and identify planning needs Qualify prospects and coordinate a seamless handoff to internal Financial Advisors for onboarding Track activity and outcomes using CRM systems to ensure accurate reporting and pipeline visibility Partner with internal teams to refine referral strategy, improve conversion rates, and ensure top-tier client experience from day one Maintain strong working knowledge of the firm’s investment philosophy, planning services, and competitive advantages Represent the firm with professionalism and warmth in all prospect and custodian-facing interactions Travel locally to referral branches; occasional national travel as needed for conferences or team meetings QUALIFICATIONS ~3+ years of experience in financial services, ideally in business development, advisory, or referral-focused roles ~ Bachelor’s degree required; Series 65 or CFP® strongly preferred ~ Familiarity with Schwab or Fidelity referral platforms is highly valued ~ Polished verbal and written communication style with strong interpersonal instincts ~ Proven ability to build trust quickly and open high-quality conversations with HNW prospects ~ CRM fluency and comfort with activity-based metrics ~ Team-first attitude with confidence, humility, and drive ~ Clear interest in the long-term impact of private wealth advisory

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