Business Development Consultant

🔥 1 minute ago

🇺🇸 United States – Remote

💵 $80k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Business Development (BDR)

👻 Ghost score 21%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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CETERA

WebsiteLinkedInAll Job Openings

2 - 10 employees

Founded 2021

💸 Finance

🤝 B2B

☁️ SaaS

Finance • B2B • SaaS

CETERA is a wealth-management and financial services platform that provides broker-dealer, advisory, technology and practice-management solutions to independent financial advisors, registered investment advisers, tax and accounting professionals, and financial institutions. The company emphasizes B2B partnership models—white-glove onboarding, proprietary client-facing platforms, marketing and growth programs, and operational support—designed to help advisors transition assets, scale their businesses, and enhance client engagement. Cetera positions itself as a growth-focused partner and a technology-enabled “wealth hub” rather than a consumer-facing retail firm.

📋 Description

• 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 and communicate CFG’s business model and affiliation benefits • Evaluate candidate fit for CFG channels and communities using business, conversation, and public-information insights • Track candidate progress through the Business Development pipeline using Salesforce and Microsoft Excel • Collaborate with External Recruiters to develop tailored transition assistance packages • Partner with Demand Center colleagues on lead generation and cross-functional solution development and execution • Create and maintain sales enablement materials conveying CFG’s story and brand • Conduct meetings to gather insights into candidates’ business models and professional backgrounds

🎯 Requirements

• Effective communication and presentation techniques • Strong working knowledge of Word, Excel, PowerPoint, Salesforce, and Outlook • Understanding of sales techniques • Ability to organize, plan, and prioritize a variety of assignments • Bachelor’s degree in Business, Marketing, Finance, Economics, or related field of study and/or equivalent experience (nice to have) • 3+ years related work experience within financial services (nice to have) • 3+ years of experience within a sales environment (nice to have)

🏖️ Benefits

• Inclusive health, dental, vision, and life insurance plans • Mental health benefits • 20+ days of paid time off (PTO) • Paid holidays • 2 paid wellness days • 401(k) savings plan with company contribution up to 5% • Access to a financial professional for financial planning • Paid parental leave • Health Savings Account and Flexible Spending Account options • Employee Assistance Program (EAP) • LifeLock identity theft protection • Pet insurance • Paid caregiver leave • Other voluntary benefits