Senior Business Development Principal Wealth Advisory

Posted yesterday

claire myers consultingMillbrae (CA)

Personal Financial Advisors Portfolio Management and Investment Advice

SENIORITY

Senior

SALARY

$150,000 per year

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About the role

A wealth management firm is seeking a Business Development Principal to build relationships and convert high-net-worth individuals into long-term clients. The ideal candidate has over 5 years of experience in financial services, consultative sales, and a strong understanding of financial planning. Competitive compensation includes a $150,000 base salary plus commission and benefits like medical insurance and a 401(k) plan.

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.