Advisor Business Development Associate

As an Associate on our Advisor Business Development team, you'll start conversations with financial advisors who are ready for a better platform, develop those conversations into real opportunities, and book meetings for our Directors. It's a high-volume outbound role and the first step on a clear path: build your track record here and you'll grow into running the full recruiting cycle yourself.

Responsibilities

Run daily outbound prospecting to financial advisors by phone, email, and LinkedIn; Book qualified meetings between advisors and our Directors; Run discovery to understand an advisor's practice, goals, and timing, and develop early-stage deals; Keep the CRM clean and your pipeline up to date; Hit and exceed weekly meeting and activity targets

Requirements

2+ years of sales or recruiting experience; A track record of meeting or exceeding quota; You enjoy cold calling and building pipeline from scratch; Motivated by variable comp, with clear goals for your career and earnings; Bachelor's degree

Nice to have

Experience in financial services, wealth management, or fintech; Hands-on experience with Salesforce or HubSpot; Familiarity with how financial advisors run and grow their practices

Benefits

Competitive comp package with uncapped commission potential; A clear path to running the full sales cycle as you prove your track record; Ground-floor opportunity at a fast-scaling startup; Work alongside some of the brightest minds in fintech; Full health benefits; 401(k) matching & Roth IRA options; Unlimited PTO