Business Development Consultant

About the Role

We are seeking a driven, consultative sales professional to join our growing team as a Business Development Consultant (BDC). In this role, you will focus on identifying, engaging, and onboarding new financial advisors onto a leading wealth management platform.

This is an ideal opportunity for a sales professional who thrives on building relationships, uncovering client needs, and presenting tailored business solutions rather than simply selling a product. Successful candidates are highly motivated, consultative in approach, and energized by turning first conversations into long-term partnerships.

This position offers strong upward mobility with opportunities for internal promotion and career growth within the organization.

Required Qualifications

• Bachelor’s degree in Business, Finance, or related field
• Financial services industry experience
• Consultative sales experience (phone and in-person)
• Proven ability to sell solutions rather than a single product
• Experience discussing business strategy, platform solutions, and investment offerings with clients
• Experience managing pipelines and territory activity in Salesforce or similar CRM
• Active FINRA licenses required:
• Series 6, 63, and 65 OR
• Series 7 and 66
• Strong communication, presentation, and relationship-building skills
• Self-starter with strong organizational and time management abilities