Business Development Associate

Saxon Financial Group is a boutique wealth management firm committed to providing exceptional financial advisory services to our clients. Our team-oriented, client-focused culture fosters growth, innovation, and success. We are seeking a driven, experienced financial advisor to join our dynamic team and contribute to our mission of helping clients achieve their financial goals.Ideal CandidateThe ideal candidate for this *****·        Appreciates a client-focused culture, teamwork, professionalism, and an entrepreneurial environment, focused on continuous personal and professional development·        Positive attitude, happy demeanor, and strong interpersonal communication skills·        Motivated to contribute to something bigger than themselves·        Committed to serious career growth and developmentResponsibilities·        Play a key role in financial advisor business development and client acquisition·        Leverage our knowledge and services and drive business growth through effective sales and business development strategies·        Engaging and educating ideal leads and prospects about the benefits of our services through outbound and inbound calling·        Manage our CRM (Salesforce) system for business development activities, which is our primary client relationship and sales pipeline management tool·        Collaborate with financial advisors and team members to provide holistic wealth management solutions to clients with the opportunity to become a client relationship manager·        Stay current with market trends, financial products, and regulatory changesQualifications·        Bachelors degree in Finance, Economics, or related field ·        Relevant industry certifications (CFP, CFA, etc.) a plus·        Minimum 2 to 3 years of experience as a financial advisor or sales associate within the wealth management or financial services industry·        Strong track record of client retention and asset growth·        Excellent communication and interpersonal skills·        Proficiency in Microsoft 365, CRM Systems, and financial planning softwareWhat We Offer·        Competitive compensation and benefits package·        Comprehensive marketing and growth support·        Collaborative, client-focused work environment·        Professional development and advancement opportunitiesIf you are ready to take your career to the next level and join a team dedicated to client success and personal growth, we want to hear from you. Apply now to become part of our thriving wealth management firm.

Created: 2025-02-22