About the role

Business Development Officer$2B+ AUM RIAMiami, FL | Hybrid (2 days in office / 3 days remote) Please read the information in this job post thoroughly to understand exactly what is expected of potential candidates. An established and growing independent wealth management firm serving high-net-worth clients is seeking a proven business development professional to drive new client growth and play a meaningful role in the firm's continued expansion.
What You'll Do:
  • Build and close relationships with HNW prospective clients
  • Own the full prospect-to-close process and drive new AUMBuild a self-generated pipeline and professional referral relationships
  • Leverage firm marketing resources, events, and inbound opportunities
  • Represent the firm through networking and conferences
  • What's Offered$120,000-125,000 base + performance-based compensation tied to AUM, including a three-year trial2 days in office / 3 days remote
  • Fully paid medical + comprehensive benefits
  • Strong advisory and marketing supportxevrcyc
  • What You Bring 3+ years of wealth management or financial-services business development experience
  • Proven success generating and closing new business
  • Strong consultative relationship-building skills
  • Bachelor's Degree; CFP or MBA a plus
  • Must be within a 45-minute commute to Miami, FL

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JOB OVERVIEW

Experience level

Senior

Location

Miami Lakes, FL

Occupation

Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel

Industry

Miscellaneous Financial Investment Activities

Posted

4 days ago

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