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Wealth Partners Capital Group, LLC · 5 hours ago

Business Development / Sales Associate

New York, NY

Full-time

Onsite

Entry Level

$90K/yr - $120K/yr

1+ years exp

Wealth Partners Capital Group (WPCG) is a financial services holding company based in West Palm Beach, Florida, seeking a Business Development / Sales Associate. This role focuses on sourcing and identifying new acquisition targets for WPCG's partner firms, with opportunities for advancement into Corporate Development / M&A roles for successful candidates.

Financial Services

Responsibilities

Identifying and sourcing new acquisition targets for WPCG’s partner firms

Accompany senior WPCG colleagues on initial calls / meetings

Getting a look into the deal cycle (from initial conversation through valuation, negotiation, and signing)

Qualification

Business developmentFinancial Services experienceCRM proficiencySales capabilitiesMS Office proficiencyPowerPoint proficiencyCommunication skillsAttention to detail

Required

1-2 years working experience in a (outbound) business development role (a plus if within the Financial Services industry)

Demonstrable history of successful business development results

Experience with RIAs and Financial Advisors a plus

Bachelor's degree

Strong attention to detail and accuracy

Proficient in CRM, PowerPoint, MS Office

Detail oriented with a focus on accuracy

Excellent sales capabilities and communication skills

Benefits

Excellent

Company

Wealth Partners Capital Group, LLC

Wealth Partners Capital Group ("WPCG") serves as an investor in and partner to nationally recognized RIAs: EP Wealth Advisors, MAI Capital Management, Merit Financial Advisors, Apella Capital, Waverly Advisors, True North Advisors, The Wealth Alliance and MCF Advisors.

Founded in 2017

West Palm Beach, Florida, USA

11-50 employees