Business Development Consultant, Planner Growth - Remote

Overview

The Business Development Consultant, Planner Growth is focused on attracting and engaging top financial planning talent into Edelman Financial Engines (EFE). This individual will act as a brand ambassador in the wealth management industry, positioning EFE as a premier “hire-to-retire” destination for financial planners.

In Short

• Identify and engage high-quality financial planners.
• Build and maintain a robust pipeline of candidates.
• Articulate EFE’s value proposition for planners.
• Establish long-term relationships with financial planners.
• Stay informed on industry trends and competitor strategies.
• Drive candidate engagement through the recruiting funnel.
• Ensure a high-quality candidate experience.
• Track and report on pipeline activity and conversion rates.
• Collaborate with internal stakeholders for alignment.
• Contribute to a values-led culture at EFE.

Requirements

• 3-7 years of experience in business development or recruiting.
• Strong understanding of the financial planning ecosystem.
• Proven ability to engage passive talent.
• Excellent communication and storytelling skills.
• Highly proactive with a hunter mindset.
• Ability to operate in a metrics-driven environment.

Benefits

• Competitive salary range of $106,800 to $150,000.
• Eligibility for discretionary bonuses.
• Health, dental, and wellness plans.
• 401(k) contributions.
• Opportunities for career growth and development.