Pointer Wealth · 8 hours ago
Business Development Associate
Dallas, TX
Full-time
Hybrid
New Grad, Entry Level
$50K/yr - $120K/yrPointer Wealth is a growing wealth management firm serving diverse client groups. They are seeking a Business Development Associate to initiate conversations and set meetings for advisors through targeted outreach efforts.
Financial Services
Hiring Manager
Chloe Chawner, CBEC®
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
401(k)
401(k) matching
Dental insurance
Disability insurance
Flexible schedule
Health insurance
Life insurance
Paid time off
Professional development assistance
Vision insurance
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
Company data provided by crunchbase