Dallas, TX
6/9/2025

We have an exciting opportunity for a Business Development Specialist to join a nationally respected independent RIA in a high-impact, client acquisition role.
This position is built for a confident communicator who enjoys building relationships and thrives in a fast-moving, team-based environment.
The BDS plays a central role in driving firm growth by originating new client relationships through trusted custodian referral programs.


This is a hybrid position with flexibility in select markets.

DUTIES & RESPONSIBILITIES

  • Build and manage relationships with Financial Consultants (FCs) at Schwab and Fidelity referral branches
  • Serve as the first point of contact for prospective clients; conduct discovery calls to assess fit and identify planning needs
  • Qualify prospects and coordinate a seamless handoff to internal Financial Advisors for onboarding
  • Track activity and outcomes using CRM systems to ensure accurate reporting and pipeline visibility
  • Partner with internal teams to refine referral strategy, improve conversion rates, and ensure top-tier client experience from day one
  • Maintain strong working knowledge of the firm’s investment philosophy, planning services, and competitive advantages
  • Represent the firm with professionalism and warmth in all prospect and custodian-facing interactions
  • Travel locally to referral branches; occasional national travel as needed for conferences or team meetings

QUALIFICATIONS

  • 3+ years of experience in financial services, ideally in business development, advisory, or referral-focused roles
  • Bachelor’s degree required; Series 65 or CFP strongly preferred
  • Familiarity with Schwab or Fidelity referral platforms is highly valued
  • Polished verbal and written communication style with strong interpersonal instincts
  • Proven ability to build trust quickly and open high-quality conversations with HNW prospects
  • CRM fluency and comfort with activity-based metrics
  • Team-first attitude with confidence, humility, and drive
  • Clear interest in the long-term impact of private wealth advisory