Internal Business Development Consultant
Cetera Financial Group, Dallas, TX, United States
Cetera Financial Group is seeking a dynamic and driven professional to join our Business Development team. As an Internal Business Development Consultant, you will play a pivotal role in attracting and recruiting independent, growth-oriented Financial Professionals to Cetera’s network of Broker Dealers. You’ll serve as the first point of contact for prospects, articulating the value of our business model and positioning Cetera as the wealth management firm of choice. In this role, you’ll collaborate closely with External Recruiters and cross‑functional teams to generate leads, manage recruitment pipelines, and support the development of sales enablement materials. Your efforts will directly contribute to the success of our recruitment strategy and the growth of our advisor community. Office location will be Dallas, TX and will be a required hybrid schedule of 2‑3 days in office.
What you will do
Support External Recruiters by scheduling appointments, managing the recruiting pipeline, maintaining candidate profiles, and coordinating home‑office visits.
Lead and manage targeted recruiting campaigns within assigned territories in partnership with External Recruiters.
Serve as the initial point of contact for prospective financial professionals, clearly communicating CFG’s business model and the benefits of affiliation.
Evaluate candidates fit for CFG channels and communities using insights from their book of business, initial conversations, and publicly available information.
Track candidate progress through the Business Development pipeline using tools such as Salesforce and Microsoft Excel.
Collaborate with External Recruiters to develop tailored transition assistance packages.
Partner with Demand Center colleagues to support lead generation efforts and work cross‑functionally to drive solution development and execution.
Create and maintain engaging sales enablement materials that effectively convey CFG’s story and brand.
Conduct meetings to gather detailed insights into candidates’ business models and professional backgrounds.
What you will need to have
Effective communication and presentation techniques.
Strong working knowledge of Word, Excel, PowerPoint, Salesforce, and Outlook.
Understanding of sales techniques.
Demonstrated ability to organize, plan, and prioritize a variety of assignments.
What is nice to have
Bachelor’s degree in Business, Marketing, Finance, Economics, or related field of study and/or equivalent experience
3+ years related work experience within financial services
3+ years of experience within a sales environment
Compensation Range The base annual salary for this role is $75,000.00, plus a competitive incentive‑based bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.
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What you will do
Support External Recruiters by scheduling appointments, managing the recruiting pipeline, maintaining candidate profiles, and coordinating home‑office visits.
Lead and manage targeted recruiting campaigns within assigned territories in partnership with External Recruiters.
Serve as the initial point of contact for prospective financial professionals, clearly communicating CFG’s business model and the benefits of affiliation.
Evaluate candidates fit for CFG channels and communities using insights from their book of business, initial conversations, and publicly available information.
Track candidate progress through the Business Development pipeline using tools such as Salesforce and Microsoft Excel.
Collaborate with External Recruiters to develop tailored transition assistance packages.
Partner with Demand Center colleagues to support lead generation efforts and work cross‑functionally to drive solution development and execution.
Create and maintain engaging sales enablement materials that effectively convey CFG’s story and brand.
Conduct meetings to gather detailed insights into candidates’ business models and professional backgrounds.
What you will need to have
Effective communication and presentation techniques.
Strong working knowledge of Word, Excel, PowerPoint, Salesforce, and Outlook.
Understanding of sales techniques.
Demonstrated ability to organize, plan, and prioritize a variety of assignments.
What is nice to have
Bachelor’s degree in Business, Marketing, Finance, Economics, or related field of study and/or equivalent experience
3+ years related work experience within financial services
3+ years of experience within a sales environment
Compensation Range The base annual salary for this role is $75,000.00, plus a competitive incentive‑based bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.
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