deMAURIAC · 2 hours ago

Business Development Associate

United States

Part-time

Remote

Entry Level

$15.43/hr - $20.04/hr

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FinanceFinancial Services

Hiring Manager

Marigny deMauriac, CFP®, ABFP®, AAMS®

Insider Connection @deMAURIAC

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Responsibilities

Promote deMAURIAC’s Brand: Act as a brand ambassador for deMAURIAC, promoting our services, including comprehensive financial planning, retirement planning, and investment advisory services. Represent the firm across various channels, including social media, networking events, and community outreach.

Lead Generation & Client Acquisition: Focus on identifying and connecting with potential clients who could benefit from our tailored wealth management services. Generate qualified leads and guide prospects to schedule consultations with our financial advisors.

Ensure the CRM is consistently updated with new client leads, community contacts & meeting context, action items, and follow-up tasks while collaborating with internal team members to streamline onboarding, engagement, and next steps.

Educational Content Sharing: Work with the CEO to share educational content and resources related to financial literacy, retirement planning, and wealth management. Highlight deMAURIAC’s mission to elevate women investors through financial knowledge and support.

Networking & Relationship Building: Attend networking events, both online and in-person, to build relationships with potential clients. Represent deMAURIAC at events where you can engage with professionals and individuals who align with our values.

Referral and Incentive Program: Actively encourage client referrals and lead generation, with bonus incentives tied to successful client acquisitions and firm growth.

Compliance & Ethical Standards: Ensure all outreach, communications, and messaging are compliant with industry regulations, including SEC and FINRA guidelines. All communications will align with deMAURIAC's compliance policies, and training will be provided to ensure adherence to financial marketing standards.

Qualification

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Sales ExperienceClient-Facing ExperiencePassion for Financial EmpowermentCompliance AwarenessFinancial Services ExperienceNetworking SkillsGoal-oriented

Required

Strong Communication Skills: Ability to communicate clearly, persuasively, and professionally, both in writing and verbally.

Goal-oriented: A self-motivated, results-driven mindset with the ability to meet and exceed client acquisition targets.

Passion for Financial Empowerment: A deep belief in the power of financial literacy and supporting women to achieve economic independence.

Compliance Awareness: Ability to maintain high ethical standards and understand financial marketing regulations. We will provide the necessary training to ensure compliance with all industry regulations.

Preferred

Sales or Client-Facing Experience: A background in sales, marketing, or client engagement is preferred, but not required. Experience in financial services or related fields is a plus, but not required.