Rossby Financial, LLC Business Development Officer Remote · Full time Company website

Apply for Business Development Officer

About Rossby Financial: The mission of Rossby Financial is to give advisors a platform that embraces technology, guides on regulation, and inspires them to be amazing. 

Rossby believes the business owner Advisor knows what’s best for their practice and we want to be their platform of choice for market accessibility, digital transformation, leadership, and acquisition opportunities.  We will not accept legacy business processes or ideology to dictate our go forward. To be the leader we must continually provide due diligence on custodians, operations, technology, and investments.  The firm will never be completed as long as regulations, services, and attitudes change. 

Role Overview: Are you a driven financial advisor with a passion for expanding your book of business while also helping others grow? Rossby Financial is seeking a Business Development Advisor to play a dual-role in our firm: bringing advisors onto the platform and continuing to build your own financial advisory practice under Rossby Wealth, our wealth management division. This unique position offers a blend of business development and financial advising, combining the dynamics of recruitment with the satisfaction of client acquisition and retention in wealth management.  

Key Responsibilities:

Business Development

• Identify, engage, and recruit talented financial advisors to join Rossby Financial 
• Develop and implement strategic recruitment plans to meet firm growth objectives
• Network within industry events and leverage professional connections to attract top talent to the firm
• Conduct initial interview and proposal presentations to integrate new advisors into the firm

Financial Advisory

• Maintain and grow your own book of business, providing exceptional financial advice and services to clients.
• Develop and execute personalized financial strategies for clients, including investment planning, retirement planning, and risk management  

Qualifications:

• Must hold an active Series 65 license  
• Proven track record of success in financial advising with an established book of business
• Demonstrated experience and skills in recruiting or business development within the financial services industry
• Strong interpersonal and communication skills with the ability to engage and inspire potential recruits
• Self-motivated and goal-oriented with a proactive approach to achieving both personal and firm-wide objectives
• Strong sales acumen and process

Compensation and Benefits:

• 100% production-based role with uncapped earning potential, including multi-year retention trail payout.    
• 100% payout on retail business, with compliance and technology fees waived.  
• Opportunities for professional growth and development through mentorship and training
• Access to a supportive and collaborative team environment

Why Join Us? At Rossby Financial, we offer a unique opportunity for those who want to excel in both business development and financial advising. You'll benefit from a supportive environment with no compliance costs and a 100% payout, allowing you to focus on growing your practice and expanding our team. If you're passionate about making an impact and are ready to drive your career forward, we invite you to apply and be part of our team.