Wealth Growth Associate — On-Site Lead Gen & Business Development (Omaha)

Royal Wealth Partners; Omaha (NE); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Competitive pay

Benefits and professional development

Job summary

Royal Wealth Partners, a boutique wealth management firm in Omaha, seeks a Sales Development Associate to work on-site with the team. You will identify and qualify prospective clients, conduct outreach via phone, email, and digital channels, and schedule introductory meetings for senior advisors.

You will maintain lead lists, update CRM records, and nurture relationships through consistent, professional communication while collaborating with advisors to understand target markets and support

Qualifications

• Experience in identifying, qualifying, and developing new client opportunities.
• Strong outreach and persuasive communication to convert prospects.
• Support growth initiatives and contribute to firm market presence.

Responsibilities

• Identify and qualify prospective clients through phone, email, and digital channels.
• Schedule introductory meetings for senior advisors and maintain pipelines.
• Manage and update lead lists and CRM records; follow up on inbound inquiries.
• Nurture relationships through consistent, professional communication.
• Collaborate with advisors to understand target markets and prepare basic sales materials.
• Support business development initiatives and events; ensure smooth handoffs and high client experience.

Skills

Inside Sales

Lead Generation

Communication

Business Development

CRM proficiency

Financial services experience

Education

Bachelor's degree in Business/Finance/Marketing

Tools

CRM software

Job description

Royal Wealth Partners, a boutique wealth management firm in Omaha, seeks a Sales Development Associate to work on-site with the team. You will identify and qualify prospective clients, conduct outreach via phone, email, and digital channels, and schedule introductory meetings for senior advisors.

You will maintain lead lists, update CRM records, and nurture relationships through consistent, professional communication while collaborating with advisors to understand target markets and support