Business Development Consultant

Location

United States

Posted

60 days ago

Salary

0

Seniority

Mid Level

No structured requirement data.

Job Description

Business Development Consultant

Kestra

Kestra Financial is a wealth management platform dedicated to empowering independent financial professionals—including traditional and hybrid RIAs—to grow their businesses and deliver exceptional client service. We combine advanced business management technology with personalized consulting to provide unmatched scale, efficiency, and support. Our advisor-focused culture is built on innovation and advocacy, enabling advisors to offer comprehensive securities and investment advisory solutions to their clients Lead with Purpose. Partner with Impact. The Business Development Consultant will work with qualified financial advisors and firms to recruit them to the Kestra Financial platform. This role encompasses recruiting to the Kestra "Direct" Corporate RIA and Kestra Private Wealth Services platforms. What You’ll Do: - Recruit qualified financial advisors and firms to the Kestra platform. - Actively build and manage a pipeline of prospective advisors and firms in sales territory. - To generate referrals, actively build and manage a pipeline of centers of influence (COIs), including existing Kestra advisors, product sponsors, and third-party recruiters. - Manage and travel a sales territory to build Kestra Financials’ presence. - Planned and worked with home office business partners to conduct engaging and compelling home office visits, including hosting dinners and other events that immersed the recruit in the Kestra culture and experience. - Work proactively with the Marketing team to develop creative and effective marketing campaigns in the territory to grow the pipeline and move prospects through the sales pipeline as efficiently as possible. - Utilize CRM reporting to track and measure recruiter activities and outcomes. - Manage the advisor and firm relationship through the onboarding process. What You Bring: - 5+ years of recruiting experience, ideally in the financial services industry. - 3-5 years in a sales management position. - Series 7 required - Regular travel - College degree or equivalent industry-related experience required - Demonstrated experience and success driving sales through metric-based, behavior-based, and data-driven approaches. - Strong communicator and collaborator; enjoys coaching and mentoring. Internal Application Policy: Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP. Benefits to support you: - Competitive pay and benefits with a large employer (over 1600 employees nationwide) - 401(k), health insurance, and a competitive benefits package - Work in a supportive, collaborative environment committed to professional excellence - Help clients navigate meaningful financial decisions with confidence - Opportunities for training, development, and long-term growth within the firm - Tuition reimbursement for qualified expenses Kestra Values: Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: Serve, Make it Happen, and One team. Explore Life at Kestra Kestra Holdings Website: https://www.kestrafinancial.com/ Careers Portal: https://jobs.dayforcehcm.com/en-US/kestra/KESTRACAREERSITE LinkedIn: https://www.linkedin.com/company/kestra-financial Apply Today Lead with purpose. Apply now and help shape the future of Kestra. Disclosure By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements: - You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment. - It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.

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