SIE and Series 7 Licensed Consultant

Job Summary

A company is looking for a Business Development Consultant - Midwest.

Key Responsibilities

• Develops business development and sales strategies to generate leads and expand referral sources
• Establishes relationships with prospective advisors and provides education on platform opportunities
• Manages the transition process for advisors joining the firm and oversees advisor succession planning

Required Qualifications

• Bachelor's Degree in Business Administration, Finance, or Marketing
• Minimum of five (5) years of experience in Business Development or Sales, specifically in recruiting financial advisors
• Securities Industry Essentials Exam (SIE) certification required
• Series 7 certification required
• Extensive knowledge of business development practices in a financial services environment