Talent.com
Business Development Consultant - Innovative Wealth Solutions Leader

Business Development Consultant - Innovative Wealth Solutions Leader

AndiamoChicago, IL, US
job_description.job_card.variable_hours_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Overview

Business Development Consultant – Innovative Wealth Solutions Leader. We are seeking a driven Business Development Consultant to connect with financial advisors and introduce them to wealth management resources designed to accelerate business growth. This high-visibility role blends consultative selling with the ability to influence advisor success and build long-term partnerships.

Key Responsibilities

  • Engage prospective financial advisors by showcasing how integrated platforms, investment solutions, and client engagement tools can support their growth goals.
  • Deliver insightful, consultative guidance on product features, portfolio strategies, and performance metrics.
  • Design and deliver compelling presentations that highlight the unique value of available offerings at advisor-focused events.
  • Conduct proactive outreach to prospective advisors through targeted campaigns, lead lists, and cold calling while building and maintaining a healthy sales pipeline.
  • Collaborate with regional sales teams to ensure smooth onboarding and long-term success of newly acquired advisors.
  • Travel up to 30% to meet with clients, attend industry events, and represent the platform within your territory.

Skills & Competencies

  • Excellent organizational and time management skills with the ability to balance competing priorities.
  • Proven ability to foster a collaborative, team-oriented environment while independently driving business results.
  • Strong self-motivation and adaptability in fast-moving sales environments.
  • Hands-on experience evaluating managed money platforms and investment solutions.
  • Proficiency with Microsoft Office applications, particularly Excel, Word, and PowerPoint.
  • Comfortable working with CRM platforms such as Salesforce to manage leads, territories, and pipelines.
  • Education & Experience

  • Bachelor’s degree in finance, business, or a related discipline.
  • 4+ years of professional experience in the financial services industry.
  • 4+ years of proven success in sales, including both phone-based and in-person engagements.
  • Experience managing sales pipelines and lead generation through CRM platforms such as Salesforce.
  • Active FINRA licenses required : Series 6, 63, and 65, or Series 7 and 66.
  • Compensation

  • Base Salary : $65,000 – $80,000 (dependent on experience, skills, and location).
  • Sales Incentive Plan : Annual target of up to $80,000, tied directly to performance and achievement of clearly defined goals.
  • Hybrid work flexibility for candidates near Chicago, IL.
  • Benefits & Perks

  • Flexible paid time off and sick leave policies.
  • 401(k) with a 6% employer match.
  • Medical, dental, and vision coverage with HDHP and PPO options.
  • Employer contributions to HSA plans (for HDHP participants).
  • Volunteer time off to support community involvement.
  • Ongoing professional development opportunities, recognition programs, and career advancement pathways.
  • Wellness benefits, including fitness reimbursement.
  • Hybrid work schedule to support balance between work and personal priorities.
  • Why This Role Matters

    In this role, you’ll do more than just sell—you’ll help financial advisors transform their businesses and deliver exceptional value to their clients. You’ll join a mission-driven team where collaboration, innovation, and excellence are at the core. Your ideas will be heard, your impact will be recognized, and your work will directly shape the success of both advisors and their clients. If you’re passionate about growth, relationship-building, and making a meaningful difference in the financial services industry, this is the opportunity to take your career to the next level.

    Seniority level

  • Mid-Senior level
  • Employment type

  • Full-time
  • Job function

  • Sales and Business Development
  • Industries

  • Staffing and Recruiting
  • #J-18808-Ljbffr

    serp_jobs.job_alerts.create_a_job

    Solution Consultant • Chicago, IL, US

    Job_description.internal_linking.related_jobs
    • serp_jobs.job_card.promoted
    Medical Device Sales – Paid Internship

    Medical Device Sales – Paid Internship

    Medical Sales CollegeWinthrop Harbor, Illinois, US
    serp_jobs.job_card.internship
    Description Medical Device Sales - Paid Internship Looking for a rewarding and lucrative career in the medical sales industry? Our paid Internship may be the right path for you! Here are just some ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Business Development Lead

    Business Development Lead

    VirtualVocationsLincolnwood, Illinois, United States
    serp_jobs.job_card.full_time
    A company is looking for a Business Development Lead in Education.Key Responsibilities Define and execute the vertical-specific go-to-market and business development strategy Identify, prospect,...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Sales Business Development Representative

    Sales Business Development Representative

    Staples, Inc.OLD MILL CREEK, IL, United States
    serp_jobs.job_card.full_time
    Quill is a valuable part of the Staples family of brands.Since 1956, Quill has held its position as a leader in office supplies. Acquired by Staples in 1998, Quill delivers the essential services, s...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Leadership Development Specialist

    Leadership Development Specialist

    VirtualVocationsNaperville, Illinois, United States
    serp_jobs.job_card.full_time
    A company is looking for a Leadership Development Program Specialist responsible for project management and relationship building within the Leadership Development Portfolio.Key Responsibilities ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    • serp_jobs.job_card.promoted
    Business Development Leader

    Business Development Leader

    Pierre StrandChicago, IL, United States
    serp_jobs.job_card.full_time
    We are looking for Business Development Leaders that provide strategy and operational excellence consultancy for 21st Century Enterprises specializing in the creation of leading-edge digital agents...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    Senior Business Development Consultant, Enterprise New Business

    Senior Business Development Consultant, Enterprise New Business

    EuromonitorChicago, IL, US
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    Euromonitor is the global leader in strategic market research, and we are looking for sharp, dynamic, experienced professionals who want an intellectually rewarding challenge in a sales / business de...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Business Development Representative

    Business Development Representative

    VirtualVocationsGary, Indiana, United States
    serp_jobs.job_card.full_time
    A company is looking for a Business Development Representative.Key Responsibilities Drive pipeline growth through strategic outreach to healthcare decision-makers Develop and execute multichanne...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Director, Business Development, Healthcare Transformation

    Director, Business Development, Healthcare Transformation

    BDO USAChicago, IL, US
    serp_jobs.job_card.full_time
    Business Development Director Healthcare Consulting.BDO is a global leader in professional services, offering innovative solutions in accounting, tax, and advisory services.BDOs Healthcare Managem...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Travel Licensed Social Worker (LSW) - $2,126 per week in Winthrop Harbor, IL

    Travel Licensed Social Worker (LSW) - $2,126 per week in Winthrop Harbor, IL

    AlliedTravelCareersWinthrop Harbor, IL, US
    serp_jobs.job_card.full_time
    AlliedTravelCareers is working with AHS Staffing to find a qualified LSW in Winthrop Harbor, Illinois, 60096!.AHS NurseStat is looking for a Long Term (Travel) Social Work School in Winthrop Harbor...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Business Development Specialist

    Business Development Specialist

    Justrite Manufacturing Co LLCDeerfield, IL, United States
    serp_jobs.job_card.full_time
    Our ever-growing portfolio of companies collaborates to deliver advanced industrial safety solutions that set the standard for excellence. As our business continues to grow, we continue to look for ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    UKG Ready Consultant

    UKG Ready Consultant

    VirtualVocationsNaperville, Illinois, United States
    serp_jobs.job_card.full_time
    A company is looking for a UKG Ready position, which is remote.Key Responsibilities : Implement the UKG Ready HCM solution, focusing on Timekeeping and related modules Lead or support discovery s...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    Business Development Manager

    Business Development Manager

    Justrite Manufacturing Co LLCDeerfield, IL, United States
    serp_jobs.job_card.full_time
    Our ever-growing portfolio of companies collaborates to deliver advanced industrial safety solutions that set the standard for excellence. As our business continues to grow, we continue to look for ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Solutions Consulting Leader

    Solutions Consulting Leader

    VirtualVocationsGary, Indiana, United States
    serp_jobs.job_card.full_time
    A company is looking for a Solutions Consulting Leader to lead their pre-sales solution consulting team.Key Responsibilities Lead and mentor a high-performing team of Solution Consultants across ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Senior Consultant, Business Development - eDiscovery & Digital Forensics

    Senior Consultant, Business Development - eDiscovery & Digital Forensics

    Control RisksChicago, IL, US
    serp_jobs.job_card.full_time
    This role may be based in Chicago, Houston, New York City, Los Angeles, or San Francisco.As a client-facing member of the Discovery + Data Insights team, the Senior Consultant will consult with law...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Non-QM Business Development Manager

    Non-QM Business Development Manager

    VirtualVocationsGary, Indiana, United States
    serp_jobs.job_card.full_time
    A company is looking for a Remote TPO / Wholesale Business Non-QM Business Development Manager.Key Responsibilities Train and educate Account Executives on Non-QM products Meet with Brokers / Client...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    • serp_jobs.job_card.promoted
    Business Development Consultant

    Business Development Consultant

    AssetMarkChicago, IL, US
    serp_jobs.job_card.full_time
    Business Development Consultant.As a Business Development Consultant at AssetMark, you will join AssetMarks elite sales team focusing on successfully identifying and onboarding relationships with n...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Business Development Leader - Digital Health Vertical

    Business Development Leader - Digital Health Vertical

    Cooley LLPChicago, IL, United States
    serp_jobs.job_card.full_time
    Business Development Leader - Digital Health Vertical.Cooley is seeking a Business Development Leaderto join the Marketing & Business Development team to support the Digital Health practice.The Bus...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Business Development Specialist

    Business Development Specialist

    VirtualVocationsGary, Indiana, United States
    serp_jobs.job_card.full_time
    A company is looking for a Business Development professional.Key Responsibilities : Act as the primary point of contact for teams onboarding onto the Agent Tokenization Platform Establish connect...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30