Business Development Associate - Smith Anglin Financial jobs in United States
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Hightower Advisors · 3 hours ago

Business Development Associate - Smith Anglin Financial

Hightower Advisors is a wealth management firm that provides financial and retirement planning services. They are seeking a Business Development Associate to execute outreach plans targeting pilots and aviation professionals, build relationships, and create customized financial plans for clients.

Financial Services
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Comp. & Benefits
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Responsibilities

Execute and collaborate on strategic outreach plans targeting pilots, airline employees, and aviation executives
Follow the Smith Anglin Sales process including warm introduction calls to prospective clients
Track and analyze business development metrics to refine strategies and report progress
Build and maintain relationships with aviation professionals
Create customized financial plans based on a prospective client’s financial profile
Present the prepared financial plan along with our comprehensive wealth management solutions to prospective clients in person or on virtual calls
Collaborate with financial advisors to onboard new clients and ensure a seamless transition into the practice
Maintain knowledge of aviation compensation structures, retirement plans and industry trends
Occasionally travel to meet with prospective clients across the United States

Qualification

Business developmentSales experienceFinancial planningVerbal communicationRelationship buildingOrganizational skillsFinancial marketsFinancial products knowledgeApplicable licensesBachelor’s degreeStrategic mindset

Required

A proven track record in business development and 3+ years of sales experience including warm calling, and in person presentations
Good verbal communication and strong relationship-building skills
Self-starter with a strategic mindset and a passion for growth
Organizational skills and ability to manage time effectively
A commitment to the highest ethical and professional standards to align with our fiduciary duty
You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future

Preferred

Understanding of financial markets and investment strategies preferred, but not required
Knowledge of financial products and services preferred but not required
Applicable licenses and certifications (e.g., CFP, CFA) are a plus but not required
Bachelor's degree in Business, Finance, Marketing, or related field preferred

Benefits

Coverage on the first day of employment for medical, dental, and vision insurance
Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
401k matching plan
HSA employer contributions
Student loan assistance
Pet insurance

Company

Hightower Advisors

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Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401K consulting and cash management services to corporations.

Funding

Current Stage
Growth Stage

Leadership Team

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Bob Oros
Chairman and Chief Executive Officer
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Dan Watanapongse
CFO
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Company data provided by crunchbase