focuspartnerswealth
Business Development Associate
At a Glance
- Location
- Miami, Florida, United States
- Compensation
- r this role is expected to be $55,000 - $60,000. Actual base pay could vary b
- Posted
- 2026-03-23T15:54:10-04:00
Key Requirements
Domain Knowledge
- Education
- Finance
- Insurance
- Medical
- Regulatory
Benefits & Perks
al cash bonus and a comprehensive benefits package, including but not limited to m
Requirements
Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships.
Through a comprehensive range of services, Focus Partners Wealth supports clients at every stage of life, helping them manage their financial future.
With over $180 billion in regulatory assets under management, Focus Partners Wealth uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states.
Focus Partners Wealth is part of Focus Financial Partners, a leading financial services firm comprised of wealth management, family office, and business management services.
Responsibilities
The Business Development Associate plays a crucial role by providing sales support to the Business Development team, furthering the Focus Partners Wealth brand by delivering an outstanding client experience and helping to drive growth and success for the firm within the firm’s custodial referral network programs.
Engage with Financial Consultants (FCs) as well as the end-clients through proactive outreach & ongoing communication.
Provide ongoing sales support to the Business Development Team including but not limited to: scheduling, prospecting, marketing, event coordination, and analytics.
Utilize CRM and other technologies for all data entry and internal workflow: pipeline & task management, and ongoing client communications.
Coordinate across business lines with Financial Consultants, Business Development Team and Advisor Teams.
Experience with CRM system; Salesforce preferred.
About the Company
.
Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.
Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact
careers@focuspartners.com
.