Gray, Gray & Gray · 7 hours ago
Business Development Advisor
Canton, MA
Full-time
Hybrid
Senior Level, Lead/Staff
$140K/yr - $150K/yr
8+ years expGray Private Wealth is an independent wealth management firm specializing in investment advice for high-net-worth clients. The Business Development Advisor will expand the client base, develop relationships, and provide financial guidance while mentoring associate advisors and contributing to the firm's growth.
Accounting
Hiring Manager
Rita Senier-Coletti
Responsibilities
Identify and pursue new business opportunities through networking, referrals, and strategic outreach
Qualify prospective clients and guide them through the onboarding process
Collaborate with marketing and operations to support lead generation campaigns
Maintain a strong understanding of the firm’s value proposition and communicate it effectively to prospects
Track and report on business development metrics (e.g., close rate, pipeline growth)
Build relationships with centers of influence (COIs) such as CPAs, attorneys, and business owners
Stay informed on industry trends and competitor offerings to position the firm effectively
Support the development of associate advisors by sharing business development strategies
Serve as the primary advisor for new clients won and any assigned clients, delivering comprehensive financial planning and investment advice
Conduct discovery meetings to understand client goals, values, and financial considerations
Develop and present customized financial models and investment strategies
Monitor client portfolios and adjust strategies as needed based on market conditions and changes to client circumstances
Coordinate with internal and external professionals (e.g., tax, estate, insurance) to deliver holistic advice
Ensure high levels of client satisfaction and retention through proactive communication and service
Mentor associate advisors and contribute to their technical and professional development
Participate in firm-wide initiatives to improve client experience and operational efficiency
Qualification
Required
8-10 years' experience in a Financial Advisor role with extensive experience crafting and delivering comprehensive financial plans
Demonstrable network of centers of influence, business owners, and high net worth individuals
Strong communication, prioritization, and relationship-building skills
Proficient in financial reporting systems, CRM software, Microsoft Excel, and Word
A cover letter must accompany resume when applying for this role
Preferred
CFA or CFP® designation or progress toward certification
Experience guiding, developing, and supporting advisors to enhance their skills and capabilities
Experience with the Charles Schwab platform
Company
Gray, Gray & Gray
Gray, Gray & Gray, LLP is a leading independent advisory and accounting firm with over eight decades of experience, which has prepared us for the challenges and opportunities facing our clients both now and into the future.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Bill Constantopoulos
Partner, Sage Intacct & Advisory
Daniel C. Romano, CPA, PFS
Retired Partner
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