Join Us As A Business Development Representative

Business Development Representative – Left Brain Wealth Management

Location: Naperville, IL

Left Brain Wealth Management is a premier investment advisory firm specializing in customized stock and bond portfolios for high-net-worth professionals with assets ranging from $2 million to $25 million. As a trusted financial advisor, we help our clients build and preserve their family fortune with personalized investment strategies.

We are seeking a Business Development Representative to join our growing team in Naperville, IL. This role is ideal for a self-starter with a financial services background, a passion for wealth management, and a proven ability to build client relationships, develop partnerships and achieve sales goals.

Key Responsibilities

Proactively identify, engage, and develop relationships with high-net-worth professionals and business owners

Generate new business opportunities by networking, attending industry events, and conducting targeted outreach.

Educate prospective clients on Left Brain Wealth Management’s investment approach and how we can help them achieve their financial goals.

Collaborate with the firm’s advisors to transition qualified prospects into long-term clients.

Maintain a deep understanding of financial markets, investment products, and client needs.

Qualifications

Proven track record of success in sales, business development, or client acquisition within the financial services industry.

Strong understanding of financial concepts and a genuine interest in wealth management.

Excellent communication and interpersonal skills, with the ability to engage high-net-worth individuals effectively.

Self-motivated and goal-oriented, with a strong ability to work independently.

Bachelor’s degree required, preferably in finance, business, or a related field.

Why Join Us?

A career path in wealth management – This role offers the opportunity to grow within the firm

Competitive compensation with performance-based incentives.

A dynamic and growing firm with a client-centric, entrepreneurial culture.

Exposure to high-net-worth clients and industry-leading investment strategies.

If you are a results-driven professional looking to advance your career in wealth management, we invite you to apply! Please upload your resume and salary requirements. We’ll be in touch if there is a fit.

Join Left Brain Wealth Management and help us connect high-net-worth clients with tailored investment solutions.