Advisor Growth Specialist - Business Development Cornerstone Planning Group | Boca Raton Area, FL | On-Site Help Build the Future of Cornerstone Cornerstone Planning Group is building a financial advisory firm designed for growth—for our clients, our advisors, and our team. We are a culture-driven organization committed to meaningful work, lasting relationships, and creating an environment where financial advisors can build stronger businesses and more fulfilling careers. As Cornerstone enters its next stage of growth, we are seeking a driven and engaging Advisor Growth Specialist to help expand our advisor community. This is a unique opportunity to help shape a growing advisor community at a pivotal stage in Cornerstone's evolution. Working directly with our Director of Advisor Growth and firm leadership, you'll build relationships with financial advisors, represent Cornerstone at industry events, and contribute meaningfully to the firm's long-term growth. Serve as the first point of contact for prospective financial advisors and advisory practices. * Conduct targeted outreach through phone, email, text, LinkedIn, and other channels to build a qualified pipeline. * Research prospective advisors and tailor outreach to their businesses, backgrounds, and goals. * Support Conferences and Industry Events * Partner with the Director of Advisor Growth to prepare for and attend conferences, networking events, and industry programs. * Document key insights and execute timely follow-up to convert event interactions into meaningful opportunities. * Develop rapport with prospective advisors and understand their businesses, goals, and challenges. * Manage the Advisor Growth Pipeline * Maintain accurate CRM records, activity tracking, notes, and follow-up schedules. * Monitor key pipeline metrics, including outreach activity, engagement, meetings, and qualified opportunities. * Partner with the Director of Advisor Growth to prioritize opportunities and maintain momentum. * Re-engage long-term prospects and support advisors as they move through the recruiting process. * Handle advisor and business information with professionalism and discretion. * Support prospects as they advance through Cornerstone's recruiting process, with the ultimate goal of welcoming well-aligned advisors to the firm. Help connect marketing and event activity with measurable advisor-growth results. * Support additional initiatives as the Advisor Growth function expands. Partnership with the Director of Advisor Growth The Advisor Growth Specialist creates engagement and opportunity at the top of the pipeline and is responsible for initiating conversations, qualifying interest, supporting in-person engagement, maintaining consistent follow-up, and scheduling meaningful introductory meetings. The Director of Advisor Growth takes primary responsibility for deeper discovery, strategic relationship development, and guiding qualified prospects toward a decision to join Cornerstone. Success will be evaluated through a balanced combination of consistent outreach, quality conversations, qualified meetings, event engagement, pipeline movement, and contribution to Cornerstone's broader growth. Consistent and disciplined outbound outreach Effective follow-up and pipeline progression Strong event engagement and relationship development Accurate and organized CRM management Creating opportunities with advisors who fit Cornerstone's target profile. The quality of the conversations, relationships, and opportunities created will be equally important. Discipline, resilience, and a positive attitude in an outreach-driven environment. Comfort using CRM systems, LinkedIn, sales-engagement tools, and related technology. Willingness and ability to travel up to 20% of the time. Two or more years of experience in business development, outbound sales, recruiting, lead generation, financial services, or another relationship-driven role. Experience developing professional relationships through conferences, trade shows, networking programs, or other live events. Familiarity with financial advisors, RIAs, broker-dealers, wealth management, or financial services is a significant advantage. An understanding of the challenges faced by small-business owners is highly valuable. Experience with CRM and sales-engagement platforms is preferred. Financial services experience can help someone become productive more quickly, but we are equally interested in candidates who bring the right communication skills, professional presence, work ethic, curiosity, and willingness to learn. Additional incentive compensation is tied to advisor-growth activity, qualified opportunities, and business-development results. Growth Opportunities
Successful Advisor Growth Specialists may have opportunities to grow into roles such as: Senior Advisor Growth Specialist or Strategic Advisor Recruiting and Relationship roles. Company-covered health insurance
Life insurance and long-term disability coverage
Flexible paid time off
Paid federal holidays
Gym reimbursement
Professional development budget
Why do you believe you would succeed in an outreach-focused and relationship-driven role?
Advisor Growth Specialist - Business Development in boca raton at Unknown Company
This position is listed as full time and onsite.