Business Development Associate
Focus Partners Wealth(23 hours ago)
About this role
The Business Development Associate provides sales support by engaging with clients, supporting the sales team through various activities, and managing client and team communications using CRM and other tools. The role emphasizes client interaction, process coordination, and team collaboration.
Required Skills
- CRM
- Salesforce
- Microsoft Suite
- Prospecting
- Communication
- Data Entry
- Client Relations
- Workflow Management
- Teamwork
- Analytical Skills
About Focus Partners Wealth
focuspartners.comFocus Partners Wealth is a fiduciary wealth management firm that provides personalized financial planning, investment strategies, and legacy solutions tailored to individuals, families, and institutions. Their services include wealth management, specialized planning, and family-office capabilities delivered by dedicated advisors who create custom, tax-aware plans. The firm operates a multi-location advisor network with client portals and a focus on long-term relationships and fiduciary care.
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