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Business Development Specialist

Kestra Holdings

Kestra Financial Business Development RecruiterKestra Financial is a wealth management platform dedicated to empowering independent financial professionals—including traditional and hybrid RIAs—to grow their businesses and deliver exceptional client service. We combine advanced business management technology with personalized consulting to provide unmatched scale, efficiency, and support. Our advisor-focused culture is built on innovation and advocacy, enabling advisors to offer comprehensive securities and investment advisory solutions to their clients.Growing, industry-leading independent broker dealer in wealth management, practice enrichment, technology, and service solutions is looking for an ambitious, energetic, career focused Business Development Recruiter to assist us in expanding our advisor network. The candidate must be market knowledgeable, experienced in advisor recruitment, and have a growth mind-set.What You'll Do:Partner with external BD Consultant to recruit advisors into the Kestra Financial NetworkUncover and qualify leads through focused calling and email campaignsHost virtual meetings and Tech Demos to inform and engage prospectsConnect, network, and build rapport with recruitsNurture prospects through the entire recruitment processMaintain timely data and activity entry in SalesForce CRMPro-Forma development and Financial Model completion in excelEngage in transition dialogue in the early and intermediate stages of the recruitment processBuild internal and external strategic partnerships for referralsParticipate in Home Office Visits including hosting occasional dinnersAssist with setting appointments for the external recruiterCollaborate with the external to grow territory by delivering the company value propositionMonitor public and industry sources for material changes in targeted accountsConduct initial research to locate and identify qualified financial professionalsResearch multiple outlets to create territory specific outbound prospecting listsWhat You Bring:College degree or equivalent industry related experienceSales professional with 3+ years' experienceFINRA Series 6 or Series 7 preferred but not requiredExcellent written and verbal communication skillsCollaboratively mindedMotivation for salesProspecting skillsGoal focused & process drivenRelentlessAbility to uncover customer needs, wants and desires as well as pain pointsTerritory managementMarket knowledgeStrong webinar presentation skillsExecutive presenceInternal Application Policy:Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.Benefits to support you:Competitive pay and benefits with a large employer (over 1600 employees nationwide)401(k), health insurance, and a competitive benefits packageWork in a supportive, collaborative environment committed to professional excellenceHelp clients navigate meaningful financial decisions with confidenceOpportunities for training, development, and long-term growth within the firmTuition reimbursement for qualified expensesKestra Values: Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: Serve, Make it Happen, and One team.

Vacancy posted 2 days ago
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