Business Development Associate

Business Development Associate

Multi-Billion Independent Wealth Management Firm

Southeastern Chester County, PA

Overview

Multi-Billion dollar Independent RIA serving high net worth clientele seeks a Business Development Associate to support the firm’s growth through proactive lead follow-up and engagement.

The Firm provides sophisticated financial advisory and investment management services to high net worth and ultra high net worth clientele.

Highlights

Play a key role in expanding a successful firm’s footprint in the high-net-worth private wealth space

Proactively follow up with inbound leads to qualify, engage, and help convert prospective clients

Support a highly reputable and fast-growing wealth management firm with a loyal client base

Strong culture of mentorship, collaboration, integrity, and performance

Ideal for someone with 2–6 years of experience in sales, business development, or internal wholesaling

Competitive compensation package with salary, bonuses, and benefits

Not an advisory role—this is a growth and business development track

50 minutes from Philadelphia, 25 minutes from Wilmington

Requirements

Bachelor’s Degree

2+ years experience in Business Development, preferably within Financial Services

Outstanding communication and follow-up skills

High energy, coachable, and team-oriented

Interest in financial services and client growth strategies

Track record of professionalism, adaptability, attention to detail, and time management