Regional Business Development Manager (West Region)

Job Description
Regional Business Development Manager responsible for presenting and representing CFG as the wealth management firm of choice for independent, growth-oriented Financial Advisors and managing the recruitment of prospective Financial Advisors. Requires traveling 50% or more of the time to the West Region (AK, AZ, CA, CO, HI, ID, MT, NM, NV, OR, UT, WA, WY). Candidate must be located within the region.

What You Will Do

Develop leads and build relationships with prospective Financial Advisors through professional, persistent, ongoing contact.

Create a recruiting plan for the territory.

Accountable for meeting recruitment goals.

Serve as the primary point of contact with Financial Advisors, articulate and sell CFG’s business model and benefits of affiliating with CFG.

Use discretion in evaluating an advisor’s fit for CFG through knowledge of their book of business and other interactions.

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 CFG’s independent brokerage model to the advisor’s existing compensation structure.

Capture recruiting activity throughout the Business Development pipeline using tools such as 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.

What You Need To Have

Bachelor’s Degree

5+ Years directly related work experience within financial services recruiting or sales

FINRA Series 7, 65 or 66 licenses

Proven negotiation skills and track record of creating compelling value propositions for prospective clients

Effective communication and presentation techniques

Working knowledge of Salesforce and Excel

Strong understanding of the sales process, pipeline management & metric achievement

Strong knowledge of the Financial Services industry

What Is Nice To Have

Prior experience within a fast‑paced independent broker‑dealer environment

Experience partnering with internal business teams such as Advisory Recruitment, Sales Enablement, Legal, Finance, Transitions, and Onboarding to set our advisors up for success.

Strong presentation skills and executive presence

Team‑player with a positive, proactive attitude, ability to self‑direct and manage teams effectively

Proficiency and familiarity with Salesforce and MS Office

History of implementing or improving business development programs, processes, or operating models

Travel Requirements
Up to 50%.

Compensation
Base salary $110,000 with a competitive incentive‑based bonus. Compensation packages vary by skill set, experience, certifications, and location. Benefits include 401(k), health benefits, paid time off, and more.

Benefits

Inclusive health, dental, vision and life insurance plans

Mental health benefits

20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days

401(k) savings plan with up to 5% company contribution and access to a financial professional

Paid parental leave for birth, adoption, and foster care

Health Savings and Flexible Spending Account options

Employee Assistance Program (EAP), LifeLock, Pet Insurance, and more

About Cetera Financial Group
Cetera Financial Group is a leading network of independent retail broker‑dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans. It is one of the largest independent financial advisor networks by number of advisors and offers a range of retail services, practice management support, and innovative technology.

EEO Statement
Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. All employment decisions will be made without regard to race, color, ancestry, national origin, citizenship, age, disability, pregnancy, genetic characteristics, religion, gender, sexual orientation, marital status, military status, or political affiliation.

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