Business Development Officer

Dynamic Advisor Solutions; Phoenix (AZ); Remote; USD 70,000 - 100,000; Full time

Job summary

Dynamic Advisor Solutions is seeking a Business Development Officer to expand its advisor network. The role focuses on engaging potential financial advisors and enhancing assets under management through effective recruitment and communication. Candidates should be motivated and prepared to work independently in a dynamic environment, with a strong background in business development within the financial services industry.

Benefits

Medical, dental, and vision insurance

401(k) retirement savings plan

Paid time off and holidays

Ongoing training and career development opportunities

Qualifications

• 2+ years of business development or advisor recruiting experience in financial services.
• Strong background in recruiting independent financial advisors.
• Excellent verbal and written communication skills.

Responsibilities

• Generate leads by engaging with potential financial advisors.
• Coordinate onboarding and transition for new advisors.
• Maintain a CRM system and track pipeline metrics.

Skills

Communication

Self-Starter

Client Engagement

Education

FINRA Series 65 certification

CFP certification (or progress towards)

Tools

Salesforce

HubSpot

Job description

Dynamic Advisor Solutions is seeking an enthusiastic and goal-oriented Business Development Officer to join our team remotely. This role is pivotal in expanding our advisor network by engaging with potential financial advisors, initiating meaningful connections, and generating leads. The ideal candidate is a natural communicator, driven to succeed, and thrives in a sales environment with significant growth potential. The main objective is to expand the firm's advisor network and increase assets under management by promoting the value of Dynamic’s integrated services, operational support, and investment solutions.

Reside in a Western U.S. time zone and comfortable working Arizona hours. Prefer candidate to be based in Phoenix, Arizona.

This is a high-impact opportunity with a competitive base salary with high level of incentive income potential through a robust incentive structure tied to revenue and AUM growth.

Responsibilities :

• Lead Generation : Leverage company-provided lists and research methods to identify and engage with potential financial advisors.
• Cold Calling : Initiate contact with financial advisors to introduce Dynamic Advisor Solutions and articulate the value of joining our platform.
• Advisor Recruitment : Identify, engage, and recruit independent financial advisors and RIAs aligned with our platform's value proposition.
• Proposal Support : Collaborate with business development and asset management teams to dissect and tailor sales proposals for advisor prospects.
• Product Knowledge : Deeply understand and articulate the benefits of Dynamic Managed Services and related investment offerings.
• Pipeline Management : Build and manage a pipeline of prospective advisors using proactive outreach, referrals, and inbound inquiries.
• Asset Management AUM Development : Leverage knowledge of asset management strategies to communicate platform benefits, investment offerings, and portfolio management opportunities.
• Transition Coordination : Act as a guide for a critical part of our efforts by providing a white-glove level of service to ensure advisors feel comfortable joining us. Develop and execute smooth transition plans to make the onboarding process seamless.
• Data-Driven Reporting : Maintain CRM hygiene and report pipeline metrics, conversion rates, and revenue and AUM growth accurately and regularly.
• Industry Engagement : Represent Dynamic Advisor Solutions at industry events, webinars, and conferences to increase brand awareness and expand reach.

Qualifications :

• Business Development Experience : 2+ years of business development or advisor recruiting experience in the financial services industry, with a proven track record of results.
• Advisor Recruiting Background : Strong background in recruiting independent financial advisors and RIAs to platforms, custodians, or TAMPs.
• CRM Proficiency : Experience with CRM systems (e.g., Salesforce, HubSpot) and a data-driven approach to pipeline management.
• RIA Experience : 3 Years in the Registered Investment Advisor (RIA) space is preferred.
• Advisor Experience and Certifications : Experience as an independent financial advisor is a plus; FINRA Series 65 and or CFP certification (or progress towards them) is preferred
• Communication : Excellent interpersonal, verbal, and written communication skills with the ability to build trust and drive urgency.
• Self-Starter : Highly motivated, entrepreneurial spirit with the ability to work independently and take initiative in a fast-paced environment.

Benefits :

• Medical, dental, and vision insurance
• 401(k) retirement savings plan
• Paid time off and holidays
• Ongoing training and career development opportunities

How to Apply :

If you are an ambitious and proactive individual looking for a rewarding opportunity to grow with a dynamic team, please submit your resume via LinkedIn's Easy Apply feature on this job posting.

Dynamic Advisor Solutions is an equal opportunity employer and values diversity in the workplace. We encourage individuals from all backgrounds to apply.

Thank you for considering Dynamic Advisor Solutions as your next career destination. We look forward to reviewing your application!

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