Pointer Wealth · 1 day ago
Business Development Associate
Dallas, TX
Full-time
Onsite
New Grad, Entry LevelPointer Wealth is a growing wealth management firm serving various client groups, and they are seeking a Business Development Associate to help initiate conversations and set meetings for their advisors.
Financial Services
Hiring Manager
Cole Caruthers, CFP®, ChSNC®, ChFC®, RICP®, MBA
Responsibilities
Call into our target markets with a clear message and purpose
Start real conversations and qualify interest
Set first meetings for our advisory team
Keep activity organized and follow a consistent outreach rhythm
Work with advisors to hand off prospects smoothly
Qualification
Required
Strong verbal communication
Comfortable with regular outbound calling (mix of warm and cold outreach)
Organized, consistent, and reliable
Able to work in person with our Dallas-based team
No prior financial experience needed — we'll train you
Benefits
Base pay plus performance bonuses
Clear expectations and coaching on communication, framing, and objection handling
Exposure to high-level planning and client conversations
A real path into planning, service advising, or advisory roles for the right person
A tight-knit team that moves quickly and values accountability
Company
Pointer Wealth
We are a group of financial planners that are passionate about helping others reach financial independence.
Founded in 2014
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Cole Caruthers CFP®, ChSNC®, ChFC®, RICP®, MBA
Partner and Wealth Management Advisor
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