Role Overview
The Business Development Consultant, Planner Growth is focused on attracting and engaging top financial planning talent into Edelman Financial Engines (EFE). This individual will act as a brand ambassador in the wealth management industry, positioning EFE as a premier “hire-to-retire” destination for financial planners.
What You Will Do
Responsibilities include talent origination & business development, planner value proposition positioning, relationship management, market intelligence, and pipeline conversion.
Why It Might Be a Fit
The ideal candidate will have 3-7 years of experience in business development, recruiting, or relationship management within financial services or wealth management, and a strong understanding of the financial planning ecosystem.
Requirements
- 3-7 years of experience in business development, recruiting, or relationship management within financial services or wealth management
- Strong understanding of the financial planning ecosystem (RIA, wirehouse, broker-dealer models)
- Proven ability to engage and influence passive talent through consultative outreach
- Excellent communication and storytelling skills, with the ability to position a compelling career narrative
- Highly proactive, with a hunter mindset and strong pipeline discipline
- Ability to operate in a fast-paced, metrics-driven environment
Benefits
- Discretionary bonus
- Health insurance
- Dental insurance
- Wellness plans
- 401(k) contributions
To apply for this job please visit job-boards.greenhouse.io.
Follow us on social media