Internal Business Development Consultant

Cetera Financial Group; United States; On-site; USD 68,000 - 92,000; Full time

Benefits offered by this job

Health insurance

Mental health benefits

Paid time off

401(k) match

Parental leave

Job summary

Cetera Financial Group seeks an Internal Business Development Consultant to attract and recruit independent, growth-oriented financial professionals to its broker-dealer network.

You'll partner with External Recruiters, manage pipelines, craft enablement materials, and support a scalable recruitment strategy that fuels its advisor community nationwide.

Qualifications

• Effective communication and presentation skills are required.
• Proficiency with Word, Excel, PowerPoint, Salesforce and Outlook.
• Understanding of sales techniques to drive recruitment.
• Ability to organize, plan and prioritize multiple tasks.

Responsibilities

• Schedule appointments, manage recruiting pipeline, and coordinate home-office visits.
• Lead targeted recruiting campaigns within assigned territories with External Recruiters.
• Serve as initial contact for prospective financial professionals, explaining CFG's model.
• Evaluate candidates' fit using book of business, conversations, and public information.
• Track progress in Salesforce and Excel.
• Collaborate to develop tailored transition assistance packages.
• Partner with Demand Center to support lead generation and cross-functional projects.
• Create and maintain engaging sales enablement materials.
• Conduct meetings to gather insights into candidates’ backgrounds.

Skills

Effective communication

Presentation techniques

Sales techniques

Organization and prioritization

Education

Bachelor's degree in Business, Marketing, Finance, Economics, or related field

Tools

Word

Excel

PowerPoint

Salesforce

Outlook

Job description

Cetera Financial Group is seeking a dynamic and driven professional to join our Business Development team. As an Internal Business Development Consultant, you will play a pivotal role in attracting and recruiting independent, growth-oriented Financial Professionals to Cetera’s network of Broker Dealers. You’ll serve as the first point of contact for prospects, articulating the value of our business model and positioning Cetera as the wealth management firm of choice.

In this role, you’ll collaborate closely with External Recruiters and cross-functional teams to generate leads, manage recruitment pipelines, and support the development of sales enablement materials. Your efforts will directly contribute to the success of our recruitment strategy and the growth of our advisor community.

What You’ll Do

• Support External Recruiters by scheduling appointments, managing the recruiting pipeline, maintaining candidate profiles, and coordinating home-office visits.
• Lead and manage targeted recruiting campaigns within assigned territories in partnership with External Recruiters.
• Serve as the initial point of contact for prospective financial professionals, clearly communicating CFG’s business model and the benefits of affiliation.
• Evaluate candidates fit for CFG channels and communities using insights from their book of business, initial conversations, and publicly available information.
• Track candidate progress through the Business Development pipeline using tools such as Salesforce and Microsoft Excel.
• Collaborate with External Recruiters to develop tailored transition assistance packages.
• Partner with Demand Center colleagues to support lead generation efforts and work cross-functionally to drive solution development and execution.
• Create and maintain engaging sales enablement materials that effectively convey CFG’s story and brand.
• Conduct meetings to gather detailed insights into candidates’ business models and professional backgrounds.

What You Need to Have

• Effective communication and presentation techniques.
• Strong working knowledge of Word, Excel, PowerPoint, Salesforce, and Outlook.
• Understanding of sales techniques.
• Demonstrated ability to organize, plan, and prioritize a variety of assignments.

What’s Nice to Have

• Bachelor’s degree in Business, Marketing, Finance, Economics, or related field of study and/or equivalent experience
• 3+ years related work experience within financial services
• 3+ years of experience within a sales environment

Compensation

The salary for this role is $80,000, plus competitive incentive compensation package. Compensation packages are based on a wide array of factors unique to each candidate, including but not limited to skill set, years and depth of experience, certifications, and location. Compensation ranges may differ significantly due to geography and cost of labor considerations.

About Us

What we give you in return

Not many teams can say that they support people’s dreams coming to life. We happen to do that every day. And as important as we know your career is, we recognize that there’s a whole lot more to life. To ensure that our employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:

• Inclusive health, dental, vision, and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
• Easy access to mental health benefits to meet our team members and their families where they are.
• 20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
• 401(k) savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
• Paid parental leave to support all team members with birth, adoption, and fostering.
• Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
• Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
• Paid caregiver leave to provide time away from work when caring for an ill or recovering family member.
• Additional benefits such as an Employee Assistance Program (EAP), identity theft protection (LifeLock), pet insurance, and other voluntary benefits to provide extra peace of mind

About Cetera

Cetera Financial Group® (Cetera) is a leading network of independent retail broker-dealers and registered investment advisers empowering the delivery of objective financial advice to individuals, families, and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is one of the largest independent financial advisor networks in the nation and a leading provider of retail services to the investment programs of banks and credit unions.

Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support, and innovative technology.

Cetera Financial Group (Cetera) is a network of independent retail firms, including those that are members of FINRA/SIPC: Cetera Advisors LLC; Cetera Wealth Services, LLC (formerly known as Cetera Advisor Networks); Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors); and Cetera Financial Specialists LLC. Entities registered as investment advisers with the Securities and Exchange Commission include Cetera Investment Management LLC and Cetera Investment Advisers LLC. Cetera's principal office is located at 655 W. Broadway, 11th Floor, San Diego, CA 92101. Avantax Planning Partners, Inc. is an SEC registered investment adviser within the Aretec Group, Inc. (dba Cetera Holdings, an affiliate of Cetera). All the referenced entities are under common ownership.

Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.

Agencies please note this recruitment assignment is being managed directly by Cetera’s Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.

Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.