About this opportunity
CORDA Investment Management, LLC lists this Business Development / Financial Consultant opportunity in dallas, Texas. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Business Development / Financial Consultant
We’re seeking a business development-minded financial advisor professional who’s ready to identify new business opportunities and foster relationships with both institutional partners and prospective clients. You will serve as the primary point of contact for institutional partners in our referral network and communicate our value proposition to those partners and prospective clients.
In a client-focused, team-centered environment, you will work closely with all areas of the firm as a contributor to growing client relationships. This role requires passion for helping people, being comfortable in a financial advisory or consultative role, and business development acumen.
We pride ourselves on a collaborative culture that puts the client’s interest first in every decision.
Location
Dallas
Position Type
Full-Time
Essential Duties & Responsibilities
Proactively identify and engage prospective high-net-worth clients; execute strategies to meet and exceed firm growth goals.
Build and nurture deep relationships with institutional and business partners to maximize referral flow.
Conduct high-level consultations and presentations to demonstrate CORDA’s value and align our services with prospective clients’ long-term goals.
Build trust, simplify complex financial concepts, and close new business within a team-centered environment.
Partner with our Financial Planners, Financial Advisors, and Portfolio Managers to ensure a seamless transition from prospect to client.
Maintain a sophisticated command of financial markets, retirement strategies, and regulatory trends to effectively mitigate risk and advise prospects.
Utilize CRM (Salesforce) and Microsoft 365 to track pipeline activity and manage outreach efficiently.
Education & Experience
3+ years of successful experience in financial services, specifically in a client-facing or business development capacity.
Active Series 65, or a combination of Series 7 and 66.
Bachelor’s degree (B.A./B.S.) from an accredited institution.
Proficiency in Salesforce (preferred), Excel, and the Microsoft 365 suite.
Exceptional communication skills, a high degree of emotional intelligence, and a proven track record of achieving sales targets.
This job description should not be considered all-inclusive. It is merely a guide of expected duties. The employee understands that the job description is neither complete nor permanent and may be modified at any time. At the request of their supervisor, an employee may be asked to perform additional duties or take on additional responsibilities without notice.
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Worksite address
dallas, TX, 75215, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.