Job Summary

• The Business Development Associate provides sales support to the Business Development team, enhancing the Focus Partners Wealth brand and driving firm growth within custodial referral network programs.
• Primary responsibilities include engaging with Financial Consultants and end-clients, providing comprehensive sales support, utilizing CRM for data entry and communication, and coordinating across business lines.
• The role requires strong attention to detail, communication, problem-solving, and analytical skills, with a self-starter attitude and ability to work independently and in a team.

Matching Summary

Salary

Base: $60,000; Bonus/Equity: annual cash bonus; Benefits: medical, dental, vision, life insurance, and 401(k)

Skills & Requirements

Key Requirements

• 2 years administrative work experience
• Associate or bachelor's degree
• Proficiency in Microsoft Suite
• Experience with CRM system (Salesforce preferred)
• Strong attention to detail
• Excellent written and verbal communication skills
• Ability to multi-task under pressure

Work Rights