Hybrid Business Development Advisor

at Gray, Gray & Gray

• Job title: Business Development Advisor
• Job type: Full Time
• Experience level: Senior, Lead
• Salary: $140,000 - $150,000 per year
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, Canton, United States

About the role

• Business Development Advisor expanding client base for Gray Private Wealth, a wealth management firm. Focus on new client relationships and delivering exceptional financial guidance.

Responsibilities

• Identify and pursue new business opportunities through networking, referrals, and strategic outreach.
• Qualify prospective clients and guide them through the onboarding process.
• Collaborate with marketing and operations to support lead generation campaigns.
• Maintain a strong understanding of the firm’s value proposition and communicate it effectively to prospects.
• Track and report on business development metrics (e.g., close rate, pipeline growth).
• Build relationships with centers of influence (COIs) such as CPAs, attorneys, and business owners.
• Stay informed on industry trends and competitor offerings to position the firm effectively.
• Support the development of associate advisors by sharing business development strategies.
• Conduct discovery meetings to understand client goals, values, and financial considerations.
• Develop and present customized financial models and investment strategies.
• Monitor client portfolios and adjust strategies as needed based on market conditions and changes to client circumstances.
• Coordinate with internal and external professionals (e.g., tax, estate, insurance) to deliver holistic advice.
• Ensure high levels of client satisfaction and retention through proactive communication and service.
• Mentor associate advisors and contribute to their technical and professional development.
• Participate in firm-wide initiatives to improve client experience and operational efficiency.

Requirements

• 8-10 years’ experience in a Financial Advisor role
• Demonstrable network of centers of influence, business owners, and high net worth individuals
• CFA or CFP® designation or progress toward certification preferred
• Experience guiding, developing, and supporting advisors to enhance their skills and capabilities
• Strong communication, prioritization, and relationship-building skills
• Proficient in financial reporting systems, CRM software, Microsoft Excel, and Word
• Experience with the Charles Schwab platform preferred

Benefits

• Healthcare, Vision, Dental
• 401k Eligibility with Company Match
• Education and conferences reimbursement upon completion