Remote AVP, Wealth Business Development

LE0123 Focus Partners Wealth LLC; Arizona; Hybrid; USD 200,000 - 250,000; Full time

Benefits offered by this job

Bonus potential

Medical, dental, vision, life保险

401(k)

Job summary

Focus Partners Wealth LLC seeks an Associate Vice President to lead business development in a defined region, representing Focus Wealth within the Schwab Advisor Network referral channel. This remote role, based in Phoenix, AZ, requires proactive leadership, a go-to-market strategy, and regular face-to-face engagement with local Schwab offices to grow the firm’s client base and referral network.

The AVP will own the full sales cycle, develop a personal growth playbook, and collaborate across

Qualifications

• Bachelor’s degree and 5+ years in financial services with BD experience.
• Entrepreneurial, proactive, and self-directed mindset.
• Proficient in MS Office, Salesforce, and custodian platforms.
• Experience discussing investments with clients.
• Ability to learn complex wealth management strategies and convey value.
• Excellent communication and presentation skills.

Responsibilities

• Drive business development and growth in the SAN referral channel.
• Develop and execute go-to-market strategies.
• Build relationships with Schwab Financial Consultants.
• Own full sales cycle from lead to closed business.
• Deliver proposals to prospective clients.
• Collaborate with sales, marketing, and investment strategy teams.

Skills

Business development

Relationship building

Communication skills

Financial services knowledge

Education

Bachelor's degree in finance/related field

Tools

Microsoft Office Suite

Salesforce

Custodian platforms

Job description

Focus Partners Wealth LLC seeks an Associate Vice President to lead business development in a defined region, representing Focus Wealth within the Schwab Advisor Network referral channel. This remote role, based in Phoenix, AZ, requires proactive leadership, a go-to-market strategy, and regular face-to-face engagement with local Schwab offices to grow the firm’s client base and referral network.

The AVP will own the full sales cycle, develop a personal growth playbook, and collaborate across