Business Development Consultant
Robert W. Baird & Co. (company site, opens in a new tab)10+ yrsHybridDirect career pageEst. 20–35 LPA
Posted on 21 Sept
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Job description
Structured overview of role & requirements
About This Role
- Act as an internal consultant and coach to Market Directors, Branch Leaders, and Financial Advisor Practices to grow revenues and improve profitability.
- Partner with Business Development, Wealth Center, and Wealth Solutions teams to drive consistency, engagement, and strategic growth initiatives across branch network.
- Develop and apply business knowledge to identify profitability opportunities, support recruiting efforts, coach advisors, and organize professional development events.
Minimum Requirements
- Bachelor’s degree required.
- 10+ years experience in financial services industry preferred.
- SIE and Series 7/66 licensing required; progress towards CFP, CPWA, or ChFC highly valued.
- Ability to travel minimum 50%.
Ideal Candidate Profile
- Experienced in consultative roles supporting financial advisors or similar client-facing financial services roles.
- Able to work independently in ambiguous, fast-paced environments with strong organizational and communication skills.
- Capable of influencing senior leadership and managing projects at branch, regional and firm levels without formal authority.