Director, Business Development (Advisor Recruiting)

Integrity; Dallas (TX); Hybrid; USD 120,000 - 180,000; Full time

Job summary

Integrity Wealth seeks a Business Development Director to recruit independent financial advisors to the platform, owning the advisor relationship from lead through signed agreement — leading discovery, platform and financial proposals, home office visits, and final commitment — and representing Integrity's differentiated value across life, health, wealth, and annuities to advisors evaluating their next platform.

Qualifications

• Seven or more years recruiting or selling to independent financial advisors.
• Documented record of recruiting advisor practices and owning a personal recruited-asset production target.
• Experience in wealth management business development and platform economics.

Responsibilities

• Own advisor relationships from qualified lead through letter of intent and structured recruiting playbook.
• Deliver financial proposals, home office visits, and reference calls; co-lead legal review to close.
• Hand off deal records and manage recruiting pipelines toward final commitment.
• Maintain pipeline hygiene and forecast accuracy in CRM; contribute to transitions.

Skills

Advisor recruitment

Wealth management BD

Consultative selling

Relationship management

Education

Bachelor's degree

Job description

POS ITION SUMMARY Integrity Wealth is seeking a Business Development Director to recruit independent financial advisors to the platform. The Director owns the advisor relationship from qualified lead through signed agreement — leading discovery, platform and financial proposals, home office visits, and final commitment — and represents Integrity's differentiated value across life, health, wealth, and annuities to advisors evaluating their next platform. This is a net-new seat added to an existing team of four.KEY RESPONSIBILITIES • Own advisor relationships from qualified lead through letter of intent, leading the structured recruiting playbook. • Read advisor motivation and flex the sequencing between platform-led and economics-led conversations. • Deliver financial proposals, home office visits, and reference calls; co-lead legal consultation to close. • Hand off cleanly into transitions with a complete deal record. • Operate across all recruiting pipelines as the channel-deployment model is finalized. • Maintain pipeline hygiene and forecast accuracy in the firm's customer relationship management system.SUCCESS MEASURES • Recruited client assets of $1.5 billion to $2.5 billion per year • Time to letter of intent of 90 days or less; win rate of 35–40% • Customer acquisition cost of 25% or less of trailing-twelve-month revenue per recruit • Pipeline conversion from qualified lead acceptance through letter of intentREQUIRED QUALIFICATIONS • Seven or more years recruiting or selling to independent financial advisors, or an equivalent record in wealth management business development. • Documented record of recruiting advisor practices, with comfort owning a personal recruited-asset production target. • Command of independent-channel economics and the competitive platform landscape. • Consultative sales discipline across long cycles with multiple decision influences. • Credible in front of practice owners as a peer and business consultant. • Bachelor's degree required.