Role Overview
The Organic Growth Consultant is the field-based front door to the Business Development Group, responsible for helping advisors in their region identify their greatest growth opportunities and driving those opportunities through to execution.
What You Will Do
The Organic Growth Consultant owns the advisor relationship from initial engagement through the execution of growth initiatives — diagnosing opportunities, shaping a practical growth plan, personally executing core growth work, and coordinating the right firm resources and specialists when deeper expertise is needed.
Why It Might Be a Fit
The ideal candidate will have a strong ability to build relationships, drive organic growth, and educate others to achieve success.
Requirements
- Bachelor’s degree required
- Five or more years of experience in wealth management, financial services, or a related field
- Demonstrated ability to influence and sell
- Working knowledge of the wealth management business
- Strong relationship-management skills
- Ability to live in the assigned region and travel frequently to branches
- Organized, self-directed, and results-oriented
- Comfort with data, CRM tools (e.g., Salesforce), and translating analytics into practical advisor action
- Series 7 and 66 (or equivalent) preferred, or ability to obtain within 6 months
Benefits
- Paid Parental Leave
- Paid Time Off
- Eligibility for a $2,000 referral bonus
- Professional Development Assistance Plan
- Health, dental, medical coverage
- Disability income protection
- Life insurance
- 401(k)
To apply for this job please visit jobs.dayforcehcm.com.
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