Develop leads and build relationships with prospective Financial Advisors. through professional yet persistent, ongoing contact.
Recruiting Accounting/CPA Firms
Create a recruiting plan for your territory.
Accountable for meeting recruitment goals.
Serve as the primary point of contact with Financial Advisors, articulate and sell our business model and the benefits of affiliating with CFG.
Use your discretion in evaluating an advisor’s fit for CFG through knowledge of their book of business and other interactions with the advisor.
Deliver business presentations to prospective advisors and provide consultative support on CFG services, products, and technology.
Negotiate and close offers to Financial Advisors by comparing our independent brokerage model to the advisor’s existing compensation structure.
Capture recruiting activity throughout the Business Development pipeline using tools including but not limited to Salesforce and Excel.
Participate in outbound social media and call campaigns related to Business Development.
Work with cross-functional teams to support ongoing solution development and execution of recruiting process enhancements.

Minimum 5-8 years related work experience within financial services (Public Accounting, Wealth Management, Advisory) within a sales environment.
FINRA Series 7, 65 or 66 licenses.
Negotiation and creating compelling value propositions for prospective clients.
Effective communication and presentation techniques.
Working knowledge of Salesforce and Excel.
Understanding of the sales process and relevant metrics.
Strong knowledge of the Financial Services industry.
Ability to represent CFG within the community and professional organizations.

Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
Easy access to mental health benefits to meet our team members and their families where they are.
20 plus days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
Paid parental leave to support all team members with birth, adoption, and foster.
Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.

Regional Business Development Manager, Tax Channel

Key skills