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Job description
We’re looking for a high-performing business development professional to own and drive new client acquisition for a leading, fee-only wealth management firm.
This is a true growth role—not account management, not passive referrals. You’ll be responsible for building relationships, opening doors, and closing meaningful business with high-net-worth clients.
If you’re motivated by autonomy, impact, and results, this role offers a direct path to becoming a key driver of firm-wide growth.
Why This Role Stands Out
Direct impact on firm growth strategy—not a support role
Access to a highly respected advisory team and brand
What You’ll Own
Building and managing a high-quality, self-generated pipeline
Developing relationships with centers of influence (COIs) and referral partners
Leading consultative conversations with high-net-worth prospects
Navigating complex, multi-stakeholder sales cycles
Maintaining disciplined CRM tracking, pipeline reporting, and forecasting
Who This Is For
Proven closer in wealth management or financial services
Naturally proactive—you create opportunities, not wait for them
Strong relationship-builder with a consultative sales approach
Comfortable engaging high-net-worth individuals and professionals
Motivated by performance, accountability, and measurable results
Qualifications
Experience in wealth management, financial services, or business development
Track record of sourcing and closing new business
Strong communication, presentation, and negotiation skills
Experience working with financial advisors, HNW clients, or COIs preferred
Bachelor’s degree required; CFP®, CFA, or MBA a plus
CRM proficiency (Salesforce or similar)
Willingness to travel
Base Salary: $125,000 + performance-based incentives
Fully paid medical (no in-network co-pays or deductibles)
Dental, vision, life, AD&D, and disability coverage
401(k) (Traditional & Roth) + FSA
The firm is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, national origin, disability status, protected veteran status or any other characteristic protected by law.
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Worksite address
miami, FL, 33222, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.