About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Financial Services & Wealth Management.

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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About the Role

Confidential Client (via Careertakes) is hiring a Junior Business Development Representative to join a growing wealth management practice. This is an entry-level, full-time, on-site sales development role based in New York, NY. You will work directly with an experienced advisor to generate qualified leads, schedule client meetings, and develop professional sales skills that build a long-term career in financial services.

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What You’ll Do

• Conduct high-volume outbound outreach (phone, email, text) to identify and engage prospective clients.
• Build and maintain a qualified pipeline of prospects in the CRM.
• Schedule introductory meetings and hand off qualified prospects to the advisor.
• Follow up consistently and track prospect activity and outcomes.
• Collaborate with the advisor to refine prospecting strategies and messaging.
• Participate in weekly sales training, coaching, and role-play sessions.
• Support lead tracking, marketing initiatives, and business development projects.
• Develop referral and networking opportunities to grow the practice.
• Learn fundamentals of financial planning, investment management, and insurance solutions through hands-on mentorship.

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Qualifications

Required

• Bachelor’s or Associate’s degree (recent graduates encouraged to apply).
• Strong verbal communication and active-listening skills.
• Professional demeanor and ability to represent a wealth management practice.
• Highly motivated, resilient, and comfortable with frequent outbound calling.
• Coachable, organized, and accountable with a strong work ethic.
• Interest in building a career in sales, business development, or financial services.

Preferred

• Prior sales, internship, customer-service, or leadership experience.
• Participation in athletics, student organizations, or other competitive activities.
• Demonstrated ability to meet or exceed goals.
• Interest in finance, investing, or wealth management.

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Compensation & Growth

• $45,000 annual base salary.
• Performance-based bonuses and incentives tied to qualified appointments and business generated.
• Ongoing sales training, mentorship, and professional development.
• Clear career path into senior business development and advising roles for high performers.

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Location & Schedule

• Work location: New York, NY (on-site).
• Position type: Full-Time, In-Person.
• Typical schedule: Monday–Friday, daytime hours (schedule specifics determined by the practice).

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Employment & Compliance

• Employment is subject to verification of identity and eligibility to work in the U.S. (Form I-9).
• Reasonable accommodations are available for qualified applicants with disabilities during the hiring process upon request.
• This posting complies with applicable U.S. hiring and pay-transparency requirements. Where local laws require posting salary ranges or other disclosures, those will be provided to candidates in that location.

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Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.