Business Development Associate - Rockline Wealth Management, LLC

We are seeking a motivated and enthusiastic Business Development Associate to join our team. This entry-level role is a key position responsible for supporting our growth efforts. If you are passionate about finance, eager to learn, and looking to build a career with a company that values your growth, we encourage you to apply.

Key Responsibilities:

Prospecting & Lead Generation:

• Research and identify potential clients through various channels, including online platforms, referrals, and industry events.
• Qualify leads and maintain an organized database of prospects.

Relationship Building:

• Support senior team members in cultivating and maintaining strong client relationships.
• Attend client meetings and networking events to represent Rockline Wealth Management professionally.

Marketing Support:

• Collaborate to create outreach campaigns and develop promotional materials.
• Assist in organizing events, webinars, and presentations to attract potential clients.

Data Management:

• Utilize CRM tools to track prospects, manage client data, and monitor progress toward business goals.
• Generate reports to evaluate the effectiveness of business development efforts.

Preferred Skills:

• Previous internship or experience in financial services, sales, or business development.
• Knowledge of financial planning concepts and terminology is a plus.
• A proactive mindset with a willingness to take initiative.
  

What We Offer:

• Competitive salary.
• Comprehensive training and mentorship opportunities.
• A dynamic, collaborative, and supportive work environment.
• Opportunities for career growth within a fast-growing company.