New Business Development Associate

BL | Financial Group; Philadelphia (Philadelphia County); Hybrid; USD 55,000 - 90,000; Full time

Job summary

BL | Financial Group in Greater Philadelphia is seeking a New Business Development Associate for a full‑time hybrid role. You will identify and qualify new prospects, support tailored financial strategies, and help expand relationships with executives and partners at large accounting firms.

Daily activities include researching target markets, executing outreach campaigns, coordinating follow‑up, and preparing presentations with senior professionals to support planning initiatives and client

Qualifications

• Licenses: Series 7, 66 and Life and Health licenses.
• Experience in New Business Development and prospecting, lead qualification, and opportunity management.
• Experience with Business Planning and strategic growth initiatives.
• Proven sales skills, including consultative selling and presentations.
• Account management experience with high-touch client service.
• Strong communication and interpersonal skills with senior professionals.
• Ability to work in a hybrid environment across in-office and remote settings.
• Bachelor’s degree in Business, Finance, Economics, or related field; financial or professional services experience preferred.

Responsibilities

• Identify and qualify new prospects and move opportunities through the pipeline.
• Support development of tailored financial strategies for executives and partners.
• Expand relationships with executives and partners at large accounting firms.
• Research target markets and execute outreach campaigns.
• Collaborate with senior professionals to prepare presentations and business plans.
• Maintain accurate records of client interactions and opportunities.
• Assist with account management and ongoing service and relationship development.

Skills

Lead qualification

Prospecting

Consultative selling

Presentation skills

Account management

Strong communication

Integrity

Hybrid work

Education

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

Job description

Company Description

BL | Financial Group is a team of experienced financial professionals specializing in serving executives and partners of large accounting firms. Associates are selected for their strong credentials, sound financial practices, and commitment to personalized client service. The firm focuses on developing forward-thinking, tax-efficient strategies, including customized executive financial programs and detailed asset allocation analyses. Professional excellence, integrity, and open communication guide the firm’s approach to understanding each client’s unique financial needs and providing an added level of comfort and confidence. BL | Financial is not a registered investment advisor and is not owned or operated by Equitable Advisors or its affiliates.

Role Description

The New Business Development Associate is a full-time, hybrid role based in Greater Philadelphia, with flexibility for some work-from-home. This role is responsible for identifying and qualifying new prospects, supporting the development of tailored financial strategies, and helping expand relationships with executives and partners at large accounting firms. Daily activities include researching target markets, executing outreach campaigns, participating in sales meetings, and coordinating follow-up to move opportunities through the pipeline. The associate will collaborate with senior financial professionals to prepare presentations, support business planning initiatives, and maintain accurate records of client interactions and opportunities. The role also involves contributing to account management activities by ensuring timely responses to client inquiries and assisting with ongoing service and relationship development.

Qualifications

• Series 7, 66 and Life and health licenses
• Demonstrated capabilities in New Business Development and Business Development, including prospecting, lead qualification, and opportunity management.
• Experience with Business Planning and strategic growth initiatives, such as market analysis, forecasting, and pipeline planning.
• Proven Sales skills, including consultative selling, presentation delivery, and negotiation in professional services or financial environments.
• Account Management experience, with the ability to nurture relationships, manage expectations, and support high-touch client service.
• Strong communication and interpersonal skills, with the ability to interact confidently with senior-level professionals.
• High level of integrity, professionalism, and attention to detail in handling sensitive financial information.
• Ability to work effectively in a hybrid environment, managing time and priorities across in-office and remote settings.
• Bachelor’s degree in Business, Finance, Economics, or a related field; prior experience in financial services or professional services is preferred.