Internal Business Development Consultant at Avantax Planning Partners

Dallas, Texas, United States -

Full Time

Start Date

Immediate

Expiry Date

01 Jun, 26

Salary

75000.0

Posted On

03 Mar, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Communication, Presentation, Word, Excel, PowerPoint, Salesforce, Outlook, Sales Techniques, Organization, Planning, Prioritization, Lead Generation, Pipeline Management, Recruitment

Industry

Financial Services

Description

Cetera Financial Group is seeking a dynamic and driven professional to join our Business Development team. As an Internal Business Development Consultant, you will play a pivotal role in attracting and recruiting independent, growth-oriented Financial Professionals to Cetera’s network of Broker Dealers. You’ll serve as the first point of contact for prospects, articulating the value of our business model and positioning Cetera as the wealth management firm of choice. In this role, you’ll collaborate closely with External Recruiters and cross-functional teams to generate leads, manage recruitment pipelines, and support the development of sales enablement materials. Your efforts will directly contribute to the success of our recruitment strategy and the growth of our advisor community. Office location will be Dallas, TX and will be a required hybrid schedule of 2-3 days in office. What you will do: * Support External Recruiters by scheduling appointments, managing the recruiting pipeline, maintaining candidate profiles, and coordinating home-office visits. * Lead and manage targeted recruiting campaigns within assigned territories in partnership with External Recruiters. * Serve as the initial point of contact for prospective financial professionals, clearly communicating CFG’s business model and the benefits of affiliation. * Evaluate candidates fit for CFG channels and communities using insights from their book of business, initial conversations, and publicly available information. * Track candidate progress through the Business Development pipeline using tools such as Salesforce and Microsoft Excel. * Collaborate with External Recruiters to develop tailored transition assistance packages. * Partner with Demand Center colleagues to support lead generation efforts and work cross-functionally to drive solution development and execution. * Create and maintain engaging sales enablement materials that effectively convey CFG’s story and brand. * Conduct meetings to gather detailed insights into candidates’ business models and professional backgrounds. What you will need to have: * Effective communication and presentation techniques. * Strong working knowledge of Word, Excel, PowerPoint, Salesforce, and Outlook. * Understanding of sales techniques. * Demonstrated ability to organize, plan, and prioritize a variety of assignments. What is nice to have: * Bachelor’s degree in Business, Marketing, Finance, Economics, or related field of study and/or equivalent experience * 3+ years related work experience within financial services * 3+ years of experience within a sales environment Compensation Range The base annual salary for this role is $75,000.00, plus a competitive incentive-based bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations. #LI-Hybrid About Us What we give you in return: Not many teams can say that they support people’s dreams coming to life… We happen to do that every day. And as important as we know your career is, we recognize that there’s a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including: * Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship. * Easy access to mental health benefits to meet our team members and their families where they are. * 20 plus days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities. * 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years. * Paid parental leave to support all team members with birth, adoption, and foster. * Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more. * Employee Assistance Program (EAP), LifeLock, Pet Insurance and more. About Cetera Financial Group: Cetera Financial Group [https://cetera.com/]® ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is one of the largest independent financial advisor networks in the nation by number of advisors, as well as a leading provider of retail services to the investment programs of banks and credit unions. Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support, and innovative technology. "Cetera Financial Group [https://www.cetera.com/about-us]" refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC [https://www.ceteraadvisornetworks.com/welcome], Cetera Wealth Services LLC [https://www.ceteraadvisornetworks.com/welcome] (f/k/a Cetera Advisor Networks), Cetera Investment Services LLC (marketed as Cetera Financial Institutions, [https://www.cetera.com/firms/cetera-financial-institutions] or Cetera Investors [https://www.cetera.com/firms/cetera-financial-specialists]. All firms are members FINRA/SIPC. Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law. Agencies please note: this recruitment assignment is being managed directly by Cetera’s Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated. Please review our Workforce Privacy Policy [https://www.cetera.com/uploads/07/12/workforce_privacy_policy.pdf] for further details on what information we collect and the purposes for collection.

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Responsibilities

The consultant will support external recruiters by managing pipelines, scheduling appointments, and leading targeted recruiting campaigns to attract Financial Professionals to Cetera's network. Key duties include serving as the initial contact for prospects, evaluating candidate fit, tracking progress in Salesforce, and developing sales enablement materials.