Business Development Officer
HCR Wealth Advisors
Los Angeles, CA US
Posted ago
HCR Wealth Advisors

We are seeking a Business Development Officer to join our growing firm and team. This role will be primarily responsible for developing new business, with relatively little responsibility for managing relationships, providing advice, or servicing clients. The role will also help develop and implement marketing strategies to increase the number of target prospects introduced to the business. The BDO will have an autonomous environment with which to be successful in the role.

Responsibilities

  • Identify opportunities to actively market to prospective clients
  • Implement an effective sales pipeline for prospective clients
  • Report on and monitor the effectiveness of marketing initiatives
  • Maintain professional competencies and adhere to the firm’s ethical standards and cultural values

Qualifications

  • Success in attracting new business
  • Ability to effectively identify, qualify and advance leads through the sales pipeline
  • Great networking skills
  • Excellent verbal, written, and interpersonal communication skills
  • Proven knowledge of financial services industry (RIA preferred) and related compliance
  • Bachelor’s degree required, Master’s Degree preferred
  • 5+ years of industry experience in a client-facing role working with high net worth individuals 

About HCR Wealth Advisors

Established in 1988, HCR Wealth Advisors has spent decades earning a reputation for objectivity and empathy in the financial planning and investment management space. By providing truly independent comprehensive services, underpinned by extensive experience and a commitment to cultivating lifelong relationships with clients, HCR has proven itself as an exceptional advisor in both life and wealth.

Beyond our extensive financial capabilities, what truly differentiates HCR is the client experience. Every one of our clients has access to an entire team of professionals, and we take all life factors into account when advising, versus just financial considerations. We are also unconstrained by proprietary investment products. We consider multiple options and possibilities based on our clients' personal situation. The result is an objective, empathetic and collaborative relationship and a tailored financial plan that continues to evolve.

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