Firm Growth Strategist $45,000 - $70,000 (plus commission bonus structure)

About Volante Integrated Planning:

Volante Integrated Planning is a dynamic, boutique wealth management firm dedicated to educating clients and empowering them to live their best lives. The firm delivers personalized, holistic financial plans and supports clients through every stage of their financial journey. They provide comprehensive, fee-based financial planning and investment advisory services, including retirement planning, education funding strategies, holistic wealth management, and risk management solutions. Position Summary Responsible for generating qualified prospect opportunities through outreach, networking, referral development, and community engagement. The Firm Growth Strategist builds relationships, develops a prospect pipeline, and schedules meetings for advisors to support firm growth. Key Responsibilities Prospect through calls, emails, referrals, networking, and community events. Build and maintain a pipeline of qualified prospects. Schedule meetings between advisors and qualified prospects. Develop relationships with referral sources, including CPAs, attorneys, bankers, and business owners. Maintain accurate CRM records and track prospect activity. Support marketing events, seminars, and lead-generation initiatives. Represent the firm professionally in the community. Key Performance Indicators Qualified prospect meetings generated New opportunities created Referral relationships developed Prospect-to-client conversion rate Outbound activity metrics (calls, emails, meetings) CRM and pipeline management accuracy Preferred Qualifications 3-5 years of business development, sales, or client-facing experience. Strong communication and relationship-building skills. Experience with CRM and prospecting tools. Financial services experience preferred

Benefits:

401(k) Dental insurance Health insurance Retirement plan

Work Location:

In person

Pay:

$45,000.00 - $70,000.00 per year

Benefits:

401(k) Dental insurance Health insurance Retirement plan

Education:

Bachelor's (Required)

Work Location:

In person