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Focus Partners Wealth · 6 hours ago

Referral Channel Specialist

Atlanta Metro

Full-time

Hybrid

Entry Level

$60K/yr - $65K/yr

2+ years exp

Focus Partners Wealth is seeking a Referral Channel Specialist who will partner closely with Business Development Officers and Advisor Teams to enhance client experiences. The role focuses on driving sustained growth through effective onboarding processes and maintaining strong relationships with financial consultants and clients.

ConsultingFinancial Services

Growth Opportunities

Responsibilities

Foster connections with Schwab and Fidelity Financial Consultants (FCs) and their clients through proactive engagement, transparent communication, and timely execution throughout the sales “Closed Won” process

Establish partnerships with BDOs that emphasize meticulous attention to detail, timely alignment, and thoughtful deal momentum—positioning their sales pipeline for long-term success and strong FC retention

Foster trust and alignment with advisors and client service team members by maintaining consistency, transparency, and timeliness during the centralized onboarding stage

Collect and consolidate essential client information and manage execution of initial client onboarding documents to enable a smooth and efficient handoff from BDOs to Advisor Teams

Ensure perpetual follow-up with key stakeholders to maintain a consistent and fluid sales process workflow from “Closed Won” to “New Client Onboard.”

Coordinate the transition from “New Client Onboard” to the assigned Advisor Team

Continuously improve the new client onboarding process establishing high standards in client satisfaction and preserving FC and BDO trust in accuracy and pace

Utilize Salesforce for all data entry and internal workflows

Keep selected Advisor Teams abreast of pipeline activity

Qualification

SalesforceFinancial services experienceMicrosoft SuiteCRM system experienceAnalytical skillsMulti-taskingOrganized task managementAttention to detailCommunication skillsProblem-solving skillsTeamworkInitiativeFlexibility

Required

2+ years of administrative work experience (including internships)

Associate or bachelor's degree required

Proficiency in Microsoft Suite

Strong attention to detail, communication, problem-solving, and analytical skills

Excellent written and verbal communication skills

Ability to multi-task under pressure, work independently, and work in a team environment

Initiative-taker, energetic, and assertive

Versatility, flexibility, and an ability to work within constantly changing priorities with enthusiasm

Outside the box thinking, lean-in mentality, ability to spot red flags and derive proactive solutions, and organized task management

Preferred

Experience with CRM system; Salesforce preferred

Financial services experience is a plus

Benefits

Annual cash bonus

Comprehensive benefits package

Company

Focus Partners Wealth

Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships.

Founded in 1986

Los Angeles, California, USA

1001-5000 employees