Growth & Prospecting Specialist for Financial Advisory

Lead Advisor; Westborough (MA); On-site; USD 60,000 - 90,000; Full time

Job summary

Lead Advisor is seeking a Business Development Specialist to fuel growth for a wealth management advisory team. This role focuses on building relationships, generating qualified opportunities, and scheduling meetings for advisors.

The BDS will help create a repeatable growth process, expanding the firm’s client base while allowing advisors to focus on client service. This position emphasizes networking and strategic outreach in a collaborative environment.

Qualifications

• Demonstrated ability to generate qualified opportunities for advisory teams (prospecting and outreach).
• Strong networking and relationship-building skills to identify and engage potential clients.
• Comfort with coordinating meetings and scheduling with advisors and clients.

Responsibilities

• Generate qualified opportunities for the advisory team.
• Conduct outreach using established prospecting systems and processes.
• Build and maintain prospect lists and leverage tools for outreach.
• Schedule introductory meetings for advisors and qualify prospects.
• Maintain accurate records of outreach activities and pipeline opportunities.
• Partner with leadership to refine and improve development processes.

Skills

Networking

Relationship building

Lead generation

Prospecting

Communication

Organization

Self-directed

Tools

CRM software

Prospecting tools

Office software

Job description

Lead Advisor is seeking a Business Development Specialist to fuel growth for a wealth management advisory team. This role focuses on building relationships, generating qualified opportunities, and scheduling meetings for advisors.

The BDS will help create a repeatable growth process, expanding the firm’s client base while allowing advisors to focus on client service. This position emphasizes networking and strategic outreach in a collaborative environment.