Doucette Financial · 1 day ago
Business Development Associate (Emerging Wealth)
United States
Full-time
Remote
New Grad, Entry LevelDoucette Financial is a new firm focused on providing financial guidance to the 'Mass Affluent' individuals and families. They are seeking a Business Development Associate to identify and onboard clients who are underserved by traditional financial institutions, acting as the first point of contact and educator for potential clients.
Financial Services
Responsibilities
Identify and engage individuals with $0k–$250k in assets (401k rollovers, inheritance, or high-earners just starting their journey)
Leverage social media (LinkedIn/X), local community groups, and professional networks to build brand awareness for Doucette Financial
Conduct initial consultations to identify client needs and 'sell' the value of a modern, tech-forward financial partnership
Represent Doucette Financial at industry events and community gatherings
Qualification
Required
Previous experience in sales, networking, or financial services preferred
Strong verbal and written communication skills
Preferred
Active Series 65 or willingness to obtain licensing
Company
Doucette Financial
An investment advisory firm, providing comprehensive investment management and financial planning services tailored to the distinct needs of both individuals and small business accounts.
Founded in 2025
0-1 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase