Business Development Advisor

Responsibilities

Centura Wealth Advisory is hiring a Business Development Advisor for CWA’s consulting department. As a Business Development Advisor, you will perform a wide array of tasks and be responsible for organic growth within the consulting department. Your primary responsibility would include leveraging your existing Center Of Influence (COI) network, cultivating Centura’s existing COI network and developing new relationships with professionals to add to our current COI Professional network. Our vetted COI network is to deliver Out-Bound Retail Client Referrals that match our COI’s target audience and collect In-Bound introductions that meet CWA ideal retail prospect profiles (Founder lead business owners + C-Level executives that have minimum Taxable Income > 2MM+ per annum + minimum Net worth > 20MM+). Our existing in-bound referrals come from these three campaigns:

• Elite Advisor Collaboration Program “EACP” in-bound retail client referrals,
• COI in-bound & out-bound retail client referrals
• Client in-bound retail client referrals
  
  

There is a calendar of events (in-person & via web) that we drive EACP + COI professionals to in continuing to educate our professional networks. CWA will continue to publish & present thought leadership on a variety of wealth management topics and stay top of mind with our professional audience. The development of new relationships will occur through attending conferences, COI professional introductions, client professional introductions and industry professional events (No cold calling). Additionally, you will utilize a CRM to manage and record updates for client generation to keep key stakeholders informed.

We are looking for a results-oriented and driven team player who thrives in an environment where they are constantly building relationships. This role requires you to have the ability to identify and qualify potential COIs and communicate Centura’s Ideal Client and Value Proposition.

Roles And Responsibilities

The key areas of responsibility include:

• Possess an existing COI group that you can nurture per the above
• Develop and execute on the team strategy to achieve annual growth goals for your team
• Attend and participate in networking groups, conferences, and events to generate new COIs, and prospects
• Maintain sufficient expertise to accurately describe comprehensive value proposition
• Own and maintain team COI depth chart for critical referral partners
• Prepare and manage marketing COI activities for team annually
• Support initial engagement, introduction, and integration of clients to team and company for delivery of key value drivers
• Participate in ongoing case work & learn process, strategy and desired outcomes
  
  

Additional Success Factors

• Continue to enhance COI generation process
• Cross Team Marketing as it relates to Business Development efforts
• Support and assist with corporate initiatives
• Participate in team business planning process
• Support ongoing client relationships
  
  

Qualifications & Experience

Experience

• Undergraduate degree is required, preferably in finance, economics, or business administration
• 5+ years of financial services sales experience as an advisor or wholesaler or in a business development function, required
• Existing relationships with CPAs, Estate Attorneys, Tax Attorneys and other professionals that serve High-Net-Worth and Ultra-High-Net-Worth clients, required
• Proven track record of hitting sales quotas and achieving growth goals
• CFP, CPA, CFA, Attorney or equivalent professional certification (preferred)
  
  

Required Skills

• Excellent interpersonal relationship skills required
• Highly effective oral and written communication skills required
• Proficient in building sales/business plan and executing strategy to achieve planned results
• Able to deliver client facing (Ideal Client Script, COI Value Proposition, Explain client experience case studies to COI prospects)
• High EQ
• Proficiency in entering and maintaining data in CRM & other internal systems
• Qualifying elite COIs to add to COI network
• Consummate “networker”, building effective professional relationships
  
  

Software usage & proficiency

• Microsoft Office: Excel, Outlook, Word, PowerPoint – required
• Salesforce or equivalent CRM skills- required
  
  

Centura Investment Advisory, headquartered in San Diego with a national presence, is an SEC Registered Investment Advisory firm delivering innovative Investment and Wealth Management services to affluent families, business owners, and Corporate Executives. Our skilled professionals have been crafting sophisticated financial solutions as a team since 2005, yielding total Investment efficiency and purpose to those looking to liberate their wealth.

We achieve this by focusing on our clients' needs, upholding the highest ethical standards, fostering a tradition of quality, and investing in the individuals who, together, form our team. In doing so we cultivate a culture of excellence visible throughout all facets of the company, our practices, and most of all, the work we do for our clients.

At Centura Wealth Advisory, we are committed to creating a diverse and inclusive environment where all employees feel valued and respected. We are proud to be an Equal Opportunity Employer and we welcome applicants from all backgrounds. We do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other legally protected status. Salary: $180k - $210k + bonus