Director of Wealth Growth & New Business Development

The Goff Financial Group; Houston (TX); On-site; USD 90,000 - 160,000; Full time

Job summary

A financial advisory firm in Houston is seeking an experienced Director of New Business Development to drive growth and build relationships with high-net-worth clients. This role requires a self-motivated individual with proven business development skills and a strong network. Responsibilities include executing marketing strategies, monitoring sales activities, and enhancing client acquisition. The position offers a competitive salary and an incentive program based on performance.

Qualifications

• 7–10+ years of experience in business development, sales, or relationship management in financial services/wealth management.
• At least one of the following: Series 7, 65, 66 or CFP.
• Proven track record of building and closing new client relationships with high-net-worth individuals.

Responsibilities

• Develop and execute outbound marketing strategies to acquire high-net-worth clients.
• Build trusted relationships with prospects through strategic follow-up and education.
• Implement a structured sales process from lead qualification to client conversion.

Skills

Self-motivated

Excellent communication skills

Entrepreneurial mindset

Consultative selling

Education

Bachelor’s degree in Business, Finance, Marketing or related field

MBA/CFP/CFA preferred

Tools

Salesforce

Wealthbox

Job description

A financial advisory firm in Houston is seeking an experienced Director of New Business Development to drive growth and build relationships with high-net-worth clients. This role requires a self-motivated individual with proven business development skills and a strong network. Responsibilities include executing marketing strategies, monitoring sales activities, and enhancing client acquisition. The position offers a competitive salary and an incentive program based on performance.