Business Development / Financial Consultant

CORDA Investment Management; Town of Texas (WI); On-site; USD 70,000 - 100,000; Full time

Job summary

CORDA Investment Management is seeking a Business Development / Financial Consultant in the Town of Texas, Wisconsin. This full-time position requires a professional focused on driving business opportunities and managing client relationships. Ideal candidates will have over 3 years of experience in financial services, a Bachelor’s degree, and active financial licenses. Responsibilities include identifying high-net-worth clients, nurturing partnerships, and conducting consultations to showcase CORDA’s value. The position emphasizes a collaborative culture prioritizing client interests.

Qualifications

• 3+ years of successful experience in financial services with a focus on client-facing roles.
• Active Series 65 or Series 7 and 66 licenses required.
• High level of emotional intelligence and proven sales record.

Responsibilities

• Identify and engage prospective high-net-worth clients and exceed growth goals.
• Build and nurture relationships with institutional partners to maximize referrals.
• Conduct high-level consultations to demonstrate our value and services.

Skills

Client relationship management

Business development

Financial advisory

Communication skills

Sales

Education

Bachelor’s degree (B.A./B.S.)

Tools

Salesforce

Microsoft 365

Excel

Job description

Business Development / Financial Consultant

We’re seeking a business development-minded financial advisor professional who’s ready to identify new business opportunities and foster relationships with both institutional partners and prospective clients. You will serve as the primary point of contact for institutional partners in our referral network and communicate our value proposition to those partners and prospective clients.

In a client-focused, team-centered environment, you will work closely with all areas of the firm as a contributor to growing client relationships. This role requires passion for helping people, being comfortable in a financial advisory or consultative role, and business development acumen.

We pride ourselves on a collaborative culture that puts the client’s interest first in every decision.

Location

Dallas

Position Type

Full-Time

Essential Duties & Responsibilities

• Proactively identify and engage prospective high-net-worth clients; execute strategies to meet and exceed firm growth goals.
• Build and nurture deep relationships with institutional and business partners to maximize referral flow.
• Conduct high-level consultations and presentations to demonstrate CORDA’s value and align our services with prospective clients’ long-term goals.
• Build trust, simplify complex financial concepts, and close new business within a team-centered environment.
• Partner with our Financial Planners, Financial Advisors, and Portfolio Managers to ensure a seamless transition from prospect to client.
• Maintain a sophisticated command of financial markets, retirement strategies, and regulatory trends to effectively mitigate risk and advise prospects.
• Utilize CRM (Salesforce) and Microsoft 365 to track pipeline activity and manage outreach efficiently.

Education & Experience

• 3+ years of successful experience in financial services, specifically in a client-facing or business development capacity.
• Active Series 65, or a combination of Series 7 and 66.
• Bachelor’s degree (B.A./B.S.) from an accredited institution.
• Proficiency in Salesforce (preferred), Excel, and the Microsoft 365 suite.
• Exceptional communication skills, a high degree of emotional intelligence, and a proven track record of achieving sales targets.

This job description should not be considered all-inclusive. It is merely a guide of expected duties. The employee understands that the job description is neither complete nor permanent and may be modified at any time. At the request of their supervisor, an employee may be asked to perform additional duties or take on additional responsibilities without notice.