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VP of Business Development
For the intensely motivated and driven professional who:
§ believes that sleep is a symptom of caffeine deprivation
§ has the highest degree of integrity and ethics – and
§ wants to make a positive impact on the financial future of Americans.
Your ability to roll up your sleeves and do what it takes to close business will pave the way to unparalleled career growth and will ensure your financial success in our highly competitive and uncapped compensation structure. We are looking for people that are assertive, competitive, and strong willed, with a sense of urgency.
This is a team approach but you control your destiny. The firm is dynamic in its approach to day to day operations supporting the efforts of the business development professional. Your responsibility is to generate new business opportunities to support revenue and profitability goals through the process of prospecting, lead generation and closure of sales. This individual will develop and maintain a high-level understanding of solutions and services and collaborate with business leaders to prepare proposals and presentations. Ongoing client relationship management, marketing and communications, technology, investment management and financial planning support are provided by a highly competent back-office, management, and advisory team.
Candidates should have a Bachelor’s degree in a business related field and a minimum of 3 years of experience in Financial Services sales OR 3 years of B2B or B2C professional sales experience. FINRA Series 65 licensing or a CFP® designation is preferred.
Those interested should click the link below and complete each step of the application process:
Searcy Financial Services, Inc. enforces a strict no smoking policy both at work and after hours. Please do not apply for this position if you will not abide by this policy.
Succession & Continuity Planning for Investment Advisors
Are you looking to build a continuity plan for your business or to build a succession plan for your practice?
According to industry research, the average age of wealth managers has crept past 55 years and yet less than 10% of advisors have succession plans in place. Failure to adequately plan can lead to disruption in client service, irreparable damage to the business reputation, and vulnerability of your spouse, children and other dependents. A continuity plan protects the interests of the firm in the event of a catastrophe while a succession plan provides for the future of the firm, such as an owner’s retirement. If you don’t have an internal continuity or succession plan, we would be happy to explore how Searcy Financial Services, Inc. could be a resource for an external continuity and/or succession plan for your practice. Please contact us if you are interested in exploring this opportunity.
Breakaway Brokers
Are you thinking about leaving your brokerage firm and going independent?
The financial commitment and regulatory requirements could be a roadblock for advisors who want to stay focused on client relationships and business development. Joining Searcy Financial Services, Inc. may be a perfect solution. We have the infrastructure in place and are able to provide compliance, back office support and the technology that is critical to success. Not all advisors will be a good fit for our organization or culture, but we are open to discussions. Please contact us if you are interested in exploring this opportunity.
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