Business Development Associate (LA, New Orleans)

NewEdge Wealth LLC.; New Orleans, Northern (LA, KY); Hybrid; USD 42,000 - 64,000; Full time

Job summary

NewEdge Capital Group in New Orleans is seeking a Business Development Associate to reach out to financial advisors by phone and email, introduce the firm’s value, and arrange qualified conversations with the Business Development Director.

The role is ideal for someone early in their financial services career, comfortable with high-volume outreach, and eager to learn about M&A activity and the RIAs space while pursuing Securities licenses.

Qualifications

• Bachelor’s degree in business, finance, or related field, or equivalent experience.
• Experience in sales, business development, financial services, or a related field.
• Excellent verbal and written communication; able to make high-volume outbound calls.
• Proficient with Excel, PowerPoint, and Salesforce.
• Self-motivated with strong organizational skills in a fast-paced environment.
• Able to build rapport with financial advisors and professionals over the phone, email, and in person.
• Must obtain the SIE within 60 days; Series 7 and Series 66 within six months.

Responsibilities

• Make outbound calls and emails to financial advisors to explain the benefits of an asset management relationship.
• Build and maintain advisor relationships via LinkedIn and other platforms.
• Attend local industry events to network and promote the firm.
• Support leadership with onboarding, marketing materials, and tasks.
• Maintain Salesforce and related databases with timely data entry.
• Stay updated on M&A activity and industry trends affecting advisors and RIAs.
• Generate ideas for outbound marketing campaigns.

Skills

Verbal and written communication

Cold-calling / phone outreach

Relationship building

Time management

Education

Bachelor’s degree in business, finance, or related field

Tools

Salesforce

Microsoft Excel

PowerPoint

Job description

Business Development Associate (LA, New Orleans)

NewEdge Capital Group is growing its Business Development team and is looking for a relationship-builder who thrives on the phone and wants a front-row seat to how independent RIAs are built. The Business Development Associate is often the first voice a financial advisor hears from NewEdge — introducing the firm’s value proposition, warming up the conversation, and handing off qualified advisors to the Business Development Director for deeper discussions. The role suits someone early in their financial services career who is comfortable with high-volume outreach, wants exposure to M&A and industry trends in the RIA space, and is motivated to build toward a securities-licensed career path.

Location: New Orleans, LA preferred — remote candidates will be considered.

Responsibilities

• Spend at least 75% of time each week on outbound calls and emails to financial advisors, educating them on the benefits of an RIA relationship and affiliation with NewEdge Capital Group; introduce the Business Development Director and schedule follow-up meetings.
• Build and maintain a network of financial advisor relationships via LinkedIn and other professional platforms.
• Attend local industry events and conferences to network and promote NewEdge Capital Group.
• Develop and maintain a working understanding of NewEdge Capital Group’s various business units.
• Support the Managing Director of Business Development and Internal Regional Directors with follow-up, task management, conference calls, marketing materials, and required onboarding documentation.
• Maintain Salesforce and related databases by entering information, uploading documents, and using drop-down menus for recruiting-related tasks.
• Maintain current knowledge of M&A activity in the financial services industry.
• Maintain current knowledge of industry trends and developments affecting financial advisors and RIAs.
• Generate ideas for outbound marketing campaigns targeting financial advisors.
• Attend all Business Development team calls.
• Perform additional duties as assigned.

Skills/Abilities

• Bachelor’s degree in business, finance, or related field, or equivalent experience
• Prior experience in sales, business development, financial services, or a related field preferred; prior cold-calling or phone-based outreach experience a plus.
• Excellent verbal and written communication skills, with the confidence to make high-volume outbound calls.
• Proficient with Microsoft Excel, PowerPoint, and Salesforce.
• Self-motivated with strong organizational skills and the ability to manage multiple priorities in a fast-paced environment.
• Comfortable building rapport with financial advisors and other business professionals over the phone, email, and in person.
• Must obtain the SIE (Securities Industry Essentials) exam within 60 days of employment, and the Series 7 and Series 66 licenses within six months of employment.