Avior Wealth Management, LLC · 19 hours ago
Client Development Associate
Santa Rosa, CA
Full-time
Onsite
New Grad, Entry LevelAvior Wealth Management is a premier financial advisory firm seeking a Client Development Associate to join their dynamic team. In this role, you will engage prospective clients, manage outreach, and convert interest into qualified advisor meetings, contributing directly to business development results.
AccountingFinancial ServicesRetirementWealth Management
Hiring Manager
Cynthia (Cindi) Bohrer
Responsibilities
Engage inbound leads within minutes to maximize conversion
Run high‑volume outbound outreach across phone, email, and social
Conduct compelling intro calls that uncover needs and position Avior’s value
Partner with marketing to optimize campaigns and improve lead quality
Set qualified appointments with Wealth Advisors and Tax Professionals
Deliver clear, actionable discovery notes that increase close rates
Confidently handle early objections and guide prospects toward next steps
Prepare prospects for deeper advisor conversations by handling early objections that accelerate trust
Maintain disciplined CRM hygiene and track all activity with precision
Execute structured follow‑up cadences that move leads through the funnel
Report on lead quality, conversion metrics, and campaign performance
Identify workflow gaps and propose solutions that increase efficiency
Hit and exceed monthly, quarterly, and annual sales targets
Maintain high daily activity standards across all outreach channels
Continuously improve conversion rates and pipeline contribution
Qualification
Required
Bachelor's degree preferred, or equivalent experience
Proven success in phone‑based sales, prospecting, or appointment setting
Strong communication skills and the ability to build rapport quickly
Competitive mindset with resilience, discipline, and coachability
Comfort in a fast‑paced, metrics‑driven environment
Preferred
Experience with Go High Level, Salesforce, or Connect and Sell is a plus
Background in financial services or consultative sales is helpful but not required
Benefits
401(k) with company match
Health, dental, and vision insurance
HSA option
Life and disability insurance
Employee Assistance Program
Flexible Paid Time Off
Purpose‑driven culture with real career advancement
Company
Avior Wealth Management, LLC
Financial Planning and Investment Management services are provided by Avior Wealth Management, LLC, a SEC registered investment advisor.
Founded in 2011
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
unknownKey Investors
Constellation Wealth Capital
2024-06-03Private Equity
Leadership Team
Kelli Mehrens
Chief Operating Officer
A
Andrea McMahon
Chief Investment Officer/Wealth Advisor/Owner
Recent News
2023-09-11
Company data provided by crunchbase