This job is closed
Applications are no longer available for this announcement. Explore current related opportunities below.
Job description
Overview
Join our dynamic team as our Director of New Business Development where you will drive strategic growth, build strong relationships with high net-worth clients, and identify new business opportunities.
About The Goff Financial Group
The Goff Financial Group is a fully independent Registered Investment Advisor (RIA) and has been serving long-term investors for over 30 years. If helping others achieve their goals, making a meaningful difference in people’s lives, and doing what is in the best interest of others are what you care about, then joining The Goff Financial Group may be the best career decision you will ever make. At The Goff Financial Group, you have an opportunity to build your career at a firm that:
1. Has a fiduciary duty to put its clients’ interests first;
2. Is a truly fee-only advisor; and
We pride ourselves on the fact that we have a fiduciary duty to put our clients’ interests first. Our business model supports the fiduciary standard as we are truly fee-only and 100% independent . As a truly fee-only investment advisor, we are only paid by our clients and do not accept any fees or commissions from any third party or financial product. As a truly independent advisor, we are not beholden to the financial interests of any third party such as a bank, brokerage firm, private equity firm or insurance company which may conflict with our clients’ best interests.
In addition to managing our clients’ assets, we act as an advocate on our clients’ behalf. We are able to offer them straight talk and undiluted advice, something that most other firms simply cannot offer due to their business model. We treat every day as an opportunity to learn and grow while making a difference in the lives of our valued clients.
The Ideal Candidate
A highly experienced financial advisor or consultant currently or previously employed by a large brokerage firm or RIA who wants more autonomy to implement new marketing initiatives, wants to have a positive impact on our clients\' financial well being, and is dedicated to maintaining the fiduciary standard.
Key Responsibilities
Develop and execute outbound marketing strategies to acquire high-net-worth clients (>$1M+ investable assets)
Build trusted relationships with prospects through strategic follow-up, education, and value-based engagement
Source and convert new prospects into long-term wealth management clients
Build relationships with centers of influence (attorneys, CPAs, business owners, etc.) to drive client referrals
Lead presentations and consultations to communicate the firm’s services, investment philosophy, and wealth management expertise
Implement a structured sales process from lead qualification to client conversion
Attend networking events and firm-sponsored functions to generate leads
Collaborate with our advisor team to deliver tailored wealth management solutions
Monitor and report on sales activity, pipeline status, and performance metrics
Help shape marketing and branding initiatives to elevate our client acquisition strategies
Identify and pursue new market opportunities through outbound phone calls, research and networking events
Qualifications
Highly self-motivated, disciplined, goal-oriented financial services sales professional who knows how to take initiative
Bachelor’s degree in Business, Finance, Marketing, or related field (MBA/CFP/CFA preferred)
7–10+ years of experience in business development, sales, or relationship management in financial services/wealth management with a focus on HNW clients
At least one of the following: Series 7, 65, 66 or CFP
Excellent communication, presentation, and negotiation skills
Entrepreneurial mindset with an ability to work independently and collaboratively
Highly proficient oral and written communication skills
Consultative selling skills
Proven track record of building and closing new client relationships with high-net-worth individuals (not just servicing existing clients)
Strong network of professional contacts and referral partners within the wealth management ecosystem
Proven success in prospecting and converting new business
Familiarity with CRM platforms and sales tracking tools (e.g., Salesforce, Wealthbox)
Compensation Structure
Given the position\'s focus on new client development, we offer a highly competitive base salary and incentive program based on your experience and qualifications.
Performance Metrics
Annual new assets under management (AUM) generated
Number of new client relationships acquired
Strength and growth of referral networks
Contribution to overall firm revenue and profitability
Seniority level
Director
Employment type
Full-time
Job function
Business Development and Sales
Industries
#J-18808-Ljbffr
Worksite address
houston, TX, 77246, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.