Director of New Business Development

Overview

Join our dynamic team as our Director of New Business Development where you will drive strategic growth, build strong relationships with high net-worth clients, and identify new business opportunities.

The Goff Financial Group is a fully independent Registered Investment Advisor (RIA) and has been serving long-term investors for over 30 years. If helping others achieve their goals, making a meaningful difference in people’s lives, and doing what is in the best interest of others are what you care about, then joining The Goff Financial Group may be the best career decision you will ever make.

At The Goff Financial Group, you have an opportunity to build your career at a firm that:

1. Has a fiduciary duty to put its clients’ interests first;

2. Is a truly fee-only advisor; and

We pride ourselves on the fact that we have a fiduciary duty to put our clients’ interests first. Our business model supports the fiduciary standard as we are truly fee-only and 100% independent
. As a truly fee-only investment advisor, we are only paid by our clients and do not accept any fees or commissions from any third party or financial product. As a truly independent advisor, we are not beholden to the financial interests of any third party such as a bank, brokerage firm, private equity firm or insurance company which may conflict with our clients’ best interests.

In addition to managing our clients’ assets, we act as an advocate on our clients’ behalf. We are able to offer them straight talk and undiluted advice, something that most other firms simply cannot offer due to their business model. We treat every day as an opportunity to learn and grow while making a difference in the lives of our valued clients.

A highly experienced financial advisor or consultant currently or previously employed by a large brokerage firm or RIA who wants more autonomy to implement new marketing initiatives, wants to have a positive impact on our clients  financial well being, and is dedicated to maintaining the fiduciary standard.

• Develop and execute outbound marketing strategies to acquire high-net-worth clients (>$1M+ investable assets)
• Build trusted relationships with prospects through strategic follow-up, education, and value-based engagement
• Source and convert new prospects into long-term wealth management clients
• Build relationships with centers of influence (attorneys, CPAs, business owners, etc.) to drive client referrals
• Lead presentations and consultations to communicate the firm’s services, investment philosophy, and wealth management expertise
• Implement a structured sales process from lead qualification to client conversion
• Attend networking events and firm-sponsored functions to generate leads
• Collaborate with our advisor team to deliver tailored wealth management solutions
• Monitor and report on sales activity, pipeline status, and performance metrics
• Help shape marketing and branding initiatives to elevate our client acquisition strategies
• Identify and pursue new market opportunities through outbound phone calls, research and networking events

• Highly self-motivated, disciplined, goal-oriented financial services sales professional who knows how to take initiative
• Bachelor’s degree in Business, Finance, Marketing, or related field (MBA/CFP/CFA preferred)
• 7–10+ years of experience in business development, sales, or relationship management in financial services/wealth management with a focus on HNW clients
• At least one of the following:
  Series 7, 65, 66 or CFP
• Excellent communication, presentation, and negotiation skills
• Entrepreneurial mindset with an ability to work independently and collaboratively
• Highly proficient oral and written communication skills
• Consultative selling skills
• Proven track record of building and closing new client relationships with high-net-worth individuals (not just servicing existing clients)
• Strong network of professional contacts and referral partners within the wealth management ecosystem
• Proven success in prospecting and converting new business
• Familiarity with CRM platforms and sales tracking tools (e.g., Salesforce, Wealthbox)

Given the position s focus on new client development, we offer a highly competitive base salary and incentive program based on your experience and qualifications.

• Annual new assets under management (AUM) generated
• Number of new client relationships acquired
• Strength and growth of referral networks
• Contribution to overall firm revenue and profitability

• Director

• Full-time

• Business Development and Sales
• Industries