Business Development Associate

About the job

About Royal Wealth Partners

Royal Wealth Partners is a boutique wealth management firm located in the Omaha Metropolitan Area. We provide deep professional advice to clients in 40 states and seek to deliver a curated Family Office experience. We focus on the quality of relationships rather than quantity. We have a team of tenured and credentialed professionals who strive for excellence in serving our clients, community, and each other.

About the Role

This is a full-time role for a Business Development Associate at Royal Wealth Partners. As a Business Development Associate, you will be responsible for:

- Owning the go-to-market strategy for the firm

- Making initial contact with prospective clients and referrals to schedule introduction meetings

- Researching and developing referral lists

- Expanding Royal Wealth Partners footprint into new markets (technology companies, 401k, health insurance, etc.)

This is an on-site role located in the Omaha Metropolitan Area, though a remote or hybrid situation may be plausible.

Qualifications

• Bachelor's degree with major in communications, finance, accounting or related related field
• Nebraska Life and Health Insurance License (or obtainable within 8 months on the job)

Key Competencies

• Self-starter, diligent, and desire for excellence
• High level of professionalism and strong relationship skills
• Strong understanding of financial products and services
• Exceptional verbal, auditory, and written communication skills.
• Excellent follow-up and organizational skills.
• Ability to multi-task while prioritizing and working independently in a fast-paced environment
• High Degree of attention to detail.
• Superior internal and external customer service and problem-solving skills

In joining our team, you will work with talented, high-achieving people who come together to serve and support our clients and each other. We offer highly competitive pay and benefits with professional development and growth opportunities.

Please submit resumes to taylor.royal@nm.com.

Job Type: Full-time

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday

Work Location: In person