Business Development Officer (BDO) Wealth Management #ESF9005

Established and Respected Firm - Nearly 40 years of history supporting advisors and clients with a strong reputation in wealth management and financial planning. Advisor-First Culture - Built by advisors for advisors, with a focus on empowering professionals rather than controlling their business. Growth Opportunities - A growing organization that provides a long-term pathway for career advancement and business development. Strong Support Infrastructure - Access to in-house experts in financial planning, investments, insurance, tax, estate planning, compliance, operations, marketing, and advisor development. Advanced Technology Platform - Robust technology and integrated tools designed to help professionals serve clients more effectively and efficiently. Collaborative Team Environment - A culture centered on partnership, collaboration, and shared success across the organization. Client-Centric Approach - Emphasis on holistic financial planning and acting in clients' best interests rather than focusing solely on products or transactions. Institutional Backing with Entrepreneurial Flexibility - Supported by strategic partnerships and resources while maintaining an independent, advisor-driven culture

Job Type :

Full Time Location :

Parsippany, New Jersey Pay :

Competitive Pay & Benefits! Job Description What you will be doing: Drive new business development efforts and expand the firm's client base. Leverage existing relationships to generate revenue and build long-term advisory partnerships. Develop and maintain relationships with high-net-worth individuals, families, and institutional clients. Collaborate with internal teams to deliver tailored financial solutions. Identify and pursue strategic growth opportunities across target markets. Maintain compliance with all regulatory and firm policies.

Experience you will need:

Experience in wirehouse environments, especially producing managers with established client followings. Experience in leading independent wealth management and broker-dealer firms. Experience with custodial platforms and advisor networks. Strong portable book of business or demonstrated ability to generate significant revenue. Proven success in business development within financial services or wealth management. Existing client relationships or transferable book of business preferred. Strong understanding of investment products, advisory services, and financial planning. Excellent communication, relationship-building, and presentation skills. FINRA licenses (Series 7, 63/66 or equivalent) preferred, depending on structure. Our client asked me to submit 3 great people within the next few days. We work directly with the hiring manager and can arrange interviews within a few days Lilly Grace #INDEH123