Senior Business Development Principal — Wealth Advisory

Claire Myers Consulting; San Francisco (CA); On-site; USD 135,000 - 165,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Flexible Spending Account (FSA) / Health Savings Account (HSA)

401(k) plan with employer contribution

Job summary

A wealth management firm is seeking a Business Development Principal to build relationships and convert high-net-worth individuals into long-term clients. The ideal candidate has over 5 years of experience in financial services, consultative sales, and a strong understanding of financial planning. Competitive compensation includes a $150,000 base salary plus commission and benefits like medical insurance and a 401(k) plan.

Qualifications

• 5+ years of successful experience in advisory or retail investment sales.
• Proficiency with Salesforce or similar CRM systems.
• Excellent verbal and written communication skills.

Responsibilities

• Build and maintain relationships with COI referral partners.
• Convert leads into long-term clients.
• Present the firm’s financial planning philosophy.

Skills

Consultative sales

Relationship-building

Needs-based solutions

Communication skills

Financial planning knowledge

Education

Bachelor's degree

CFP or CFA preferred

Tools

Salesforce

Microsoft Office Suite

Job description

A wealth management firm is seeking a Business Development Principal to build relationships and convert high-net-worth individuals into long-term clients. The ideal candidate has over 5 years of experience in financial services, consultative sales, and a strong understanding of financial planning. Competitive compensation includes a $150,000 base salary plus commission and benefits like medical insurance and a 401(k) plan.