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Konvergent Wealth Partners · 3 months ago

Business Development Financial Advisor

LA Metro Area

Full-time

Onsite

Senior Level, Lead/Staff

$350K/yr - $400K/yr

10+ years exp

Konvergent Wealth Management is seeking a Business Development Financial Advisor to expand their reach and deepen relationships with a large CPA firm. The role involves cultivating partnerships, generating qualified leads, and collaborating with internal teams to deliver tailored wealth management solutions.

ConsultingFinancial ServicesProfessional ServicesWealth Management

Responsibilities

Serve as the primary relationship manager with key CPA firm partners and associates, building strong, long-term trust-based partnerships

Execute a consistent cadence of onsite meetings, presentations, and follow-ups across three large CPA offices located in LA, Orange County, and San Diego, splitting your time between them

Collaborate with CPAs to identify client situations that align with Konvergent’s advanced wealth strategies and solutions

Proactively uncover opportunities and generate qualified introductions for Konvergent’s advisory team

Engage referred prospects directly, conducting thorough discovery to understand goals, challenges, and opportunities

Partner with the Konvergent back-office team to design and deliver tailored proposals that demonstrate clear value and drive conversion

Educate and equip CPA partners with tools, collateral, and confidence to position Konvergent as their clients’ go-to resource

Partner with internal teams (Engagement, Marketing, Client Success) to ensure timely follow-up, seamless onboarding, and world-class service for referred clients

Track, measure, and report on referral activity, pipeline growth, and partnership engagement

Represent Konvergent at firmwide CPA events, professional gatherings, and local market functions

Qualification

Financial services experienceBusiness developmentWealth management knowledgeNetworking skillsClient engagementDiscovery conversationsProposal developmentCommunication skillsRelationship-building skillsEthical standardsInfluencing skillsFiduciary-first approachSeries 65 licenseCFP® designationChFC® designationCPA designationCollaboration

Required

Reside in the Los Angeles, Orange County, or San Diego area, with the willingness and ability to commute across three regional CPA offices in each respective location

Have 10+ years of experience in financial services, business development, or a related relationship-driven role

Possess strong networking, communication, and relationship-building skills, with the ability to influence and collaborate with professional partners

Demonstrate proven success in sourcing new business through referral or COI (Center of Influence) channels

Excel at client engagement, including conducting comprehensive discovery conversations and advancing relationships through value-driven proposals

Understand wealth management concepts and can confidently position Konvergent's advanced planning strategies (investment, tax, estate, and business transition solutions)

Operate with the highest ethical standards and align with Konvergent's fiduciary-first approach

Hold a Series 65 or equivalent license