Business Development Associate — Inside Sales & Partnerships

Capital Investment Advisors; Atlanta (GA); Hybrid; USD 60,000 - 80,000; Full time

Job summary

A fee-only financial advisory firm in Atlanta is seeking a motivated Business Development Associate to enhance firm growth through inside sales. This role requires excellent communication skills and a client-first attitude, managing leads and building relationships effectively. The ideal candidate will have a Bachelor's degree in Finance, with 3+ years in financial services and exceptional organizational skills. The position offers a hybrid work model after an introductory period.

Qualifications

• 3+ years of experience in financial services with business development exposure.
• High degree of organization and attention to detail.
• Ability to work independently with limited supervision.

Responsibilities

• Field inbound calls from prospective clients and conduct qualifying screens.
• Build rapport with prospective clients and recommend an Investment Advisor.
• Generate new relationships and cultivate existing relationships.

Skills

Communication skills

Problem-solving

Time management

Organizational skills

Relationship building

Education

Bachelor’s degree in Finance or related field

Tools

Microsoft Office Suite

CRM software

PMS software

Job description

A fee-only financial advisory firm in Atlanta is seeking a motivated Business Development Associate to enhance firm growth through inside sales. This role requires excellent communication skills and a client-first attitude, managing leads and building relationships effectively. The ideal candidate will have a Bachelor's degree in Finance, with 3+ years in financial services and exceptional organizational skills. The position offers a hybrid work model after an introductory period.