Business Development Consultant - Midwest

Chartwell Investment Partners

Midwest, US
Base: $35,568.00-$130,000.00; bonus/equity: not sp...
Fully remote
5+ years business development experience
Financial advisor recruiting expertise
Midwest region travel capability
This role involves developing relationships with financial planning professionals to recruit advisors to Raymond James RIA & Custody Solutions

Job Summary

  • This role involves developing relationships with financial planning professionals to recruit advisors to Raymond James RIA & Custody Solutions.
  • The position requires creating sales strategies, generating leads, and managing the transition process for new advisor prospects.
  • Candidates must possess extensive knowledge of securities industry operations and be willing to travel up to 50% within the Midwest region.

Matching Summary

This role involves developing relationships with financial planning professionals to recruit advisors to Raymond James RIA & Custody Solutions.

Salary

Base: $35,568.00-$130,000.00; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • 5+ years business development experience
  • Financial advisor recruiting expertise
  • Midwest region travel capability
  • Prospect database management skills
  • Financial analysis and valuation knowledge

Nice-to-have

  • Succession planning counseling ability
  • Mentoring and coaching experience
  • Strong networking in financial sector
  • Philosophical alignment evaluation skills

Key Requirements

  • Bachelor's degree required
  • Minimum 5 years in business development or sales
  • Series 7 license (SIE required if exempt)
  • Experience recruiting financial advisors
  • More than 15 years general work experience

Work Rights

Not specified

Tailored Resume

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