Business Development Associate

Focus Partners Wealth • St. Louis, MO

6h • $55,000 - $60,000

About The Position

The Business Development Associate plays a crucial role by providing sales support to the Business Development team, furthering the Focus Partners Wealth brand by delivering an outstanding client experience and helping to drive growth and success for the firm within the firm’s custodial referral network programs.
This role can be based in St. Louis, Chicago, Denver, Nashville
Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, we work with clients at every stage, helping them control their financial future — whether that’s planning for retirement, preparing the next generation, or growing their business. We are dedicated to fostering meaningful growth for our clients. Our team of advisors works collectively to deliver personalized wealth planning strategies across local communities, placing our clients’ values, goals, motivations, and priorities at the heart of everything we do.

Focus Partners Wealth is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Focus Partners Wealth is also available on the SEC's website at www.advisorinfo.sec.gov.

Requirements

• Bachelor's Degree
• 2 years administrative work experience (including internships); financial services experience is a plus.
• Proficiency in Microsoft Suite.
• Experience with CRM system; Salesforce preferred.
• Strong attention to detail, communication, problem-solving, and analytical skills.
• Excellent written and verbal communication skills.
• Ability to multi-task under pressure, work independently, and work in a team environment.
• Self-starter, energetic, and assertive.
• Versatility, flexibility, and an ability to work within constantly changing priorities with enthusiasm.

Nice To Haves

• financial services experience is a plus.
• Experience with CRM system; Salesforce preferred.

Responsibilities

• Engage with Financial Consultants (FCs) as well as the end-clients through proactive outreach & ongoing communication.
• Provide ongoing sales support to the Business Development Team including but not limited to: scheduling, prospecting, marketing, event coordination, and analytics.
• Utilize CRM and other technologies for all data entry and internal workflow: pipeline & task management, and ongoing client communications.
• Coordinate across business lines with Financial Consultants, Business Development Team and Advisor Teams.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level