Entry Level: Wealth Management Business Development

Job description

Are you a recent college graduate who wants to get paid a $50,000 base salary to travel the country while earning stock options and commissions to open new Wealth Management Offices?

If so...

This is the job for you.

This role offers the uncapped earning potential of a financial sales career with the security of a base salary.

Please only apply if you are serious about a career in business development. This is not a portfolio management or financial advisory role.

Who We Are:

Kingsview Wealth Management is a fast growing independent advisory partnership offering clients financial planning, investment management, tax and insurance services. Over the last few years, we've grown rapidly. We currently manage over $3.5 Billion dollars while serving thousands of clients nationwide. We are focused on growth and need highly motivated winners to add to our team.

Overview:

Imagine working in a sales environment surrounded by successful, motivated, thoughtful, and passionate individuals committed to improving investor's lives. As a member of our advisory recruitment and business development team, you engage over the phone and face to face with Financial Advisors that work in corporate banking environments to help them understand the benefits of affiliating with an independent firm. This is a challenging sales job. Using consultative techniques, you'll determine their goals and educate them on our services. You will be the liaison between a prospective recruit and us - enhancing both the services our new partners can offer their clients, their financial future and our overall growth.

The Opportunity:

Through hands-on experience, training, and mentoring, your personal development in the role is exponential. Surrounded by professionals, you will grow your sales skills, build relationships within the firm, and control your career path. The Business Development position is both a rewarding and engaging role focused on opening new advisory offices and growing our footprint.

Watch your name move up the rankings as you help provide us with a chance to better a prospective client's future. This is a commission-driven position with a base salary. Our structure is the perfect mix that comes from the comfort of guaranteed income with the possibility that accompanies uncapped, performance-based commission.

Simply put: You set your career path and control your success

Your Qualifications:

• No prior business development experience or industry knowledge required

• Successful Business Development staff demonstrate the following:

• You've set and accomplished goals in the past, personal or professional.

• A desire to be the first impression and advocate of our brand.

• An activist to promote our unique way of looking at the finance industry.

• Educate potential partners on the benefits of our unique approach.

• A commitment to achieving results while instilling trust.

• You are persuasive and high energy.

The Day-to-Day:

• You will communicate Kingsview's value proposition to Financial Advisors with the goal of recruiting advisors to open new offices for the firm.
• You will build sales skills while deepening your understanding of the financial services industry.

• You will be at the intersection of driving firm growth, controlling your career trajectory, and bettering potential clients' financial well-being.

• You will be rewarded through competing in a meritocracy and vibrant atmosphere with like-minded peers.

• You will develop skills that allow you to succeed at future opportunities within the firm.
• You will get paid to travel

Why Kingsview Wealth Management:

Kingsview is a different kind of firm and we're proud of that. We work for a bigger purpose: bettering the investment universe. From unmatched service to creative perspectives on financial planning, it's the people that make the Kingsview purpose possible. After all, it's our people that allow us to offer the level of service that we do. We are proud to offer.

• $50,000 Base Salary
• Uncapped Commissions
• Stock Options
• Retirement and Healthcare Benefits
• And much, much more

Our emphasis on personal and professional growth has yielded an amazing work environment, but in the end, it's not the perks that keep people here. They stay because they believe in our mission of service-our team wants to make a difference in an industry that can do better.

Job Type: Full-time

Pay: $50,000.00 - $250,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday

Supplemental Pay:

• Bonus pay
• Commission pay

Education:

• Bachelor's (Preferred)

Work Location: On the road