Summit Financial

Business Development Associate

Parsippany, NJ • Posted 4 days ago
Remote Part Time Financial Services

Summit Financial LLC is a $30 billion Registered Investment Advisory (RIA) firm that has been providing comprehensive financial planning and wealth management services to high-net-worth individuals for over 40 years. Consistently recognized for our expertise, Summit currently ranks in the top 40 of all RIA firms by Barron's & Forbes and is one of the fastest growing RIAs in the country with over 200 advisors across 30 states and headquartered in Parsippany, New Jersey.


Summit Financial is seeking a Business Development Associate to join our team.

This position is 100% Remote

Part time 15-20 hours a week, flexible hours and days, though availability during business hours preferred

$2k-3k a month base pay, plus commissions


Responsibilities:

  • Email marketing – responsible for sending emails to prospects, managing email contact system, and following up in a timely manner
  • Warm outbound calls – must be comfortable making outbound calls to other professionals and warm calls to prospects, including following up with emails, and leaving a professional voicemail.
  • LinkedIn and Facebook: responsible for building and maintaining prospect lists, sending messages, managing a drip campaign, managing groups, promoting brand in a professional manner, and measuring results.
  • Lead generation: Able to source and maintain list of prospects


We keep the base pay moderate and reward the people who can drive results. Full commission schedule available during interview process.

Business Development Associate in Parsippany at Summit Financial

This position is listed as part time and able to be worked remotely. It was posted 4 days ago.

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