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Business Development Associate

Creve Coeur, MO

IDj-1454Posted 4/14/2025

Make an impact at the intersection of financial strategy and human connection. As a Business Development Associate focusing on RIA partnerships, you’ll help bring objective insurance planning into the heart of independent financial advisory services…improving outcomes for clients and deepening value for advisors. This is a relationship-first role where your success drives long-term financial wellness across generations.

Why You Should Apply

Help fee-only RIAs expand their planning capabilities with expert insurance solutions
Collaborate closely with elite advisors in a high-integrity, consultative environment
Build relationships, not quotas
Work independently with the support of a collaborative, mission-driven team
Enjoy a base salary + incentive comp
Employer-paid medical
Strong 401(k) with generous company match
Additional benefits including HSA, voluntary life/vision/dental insurance

What You’ll Be Doing

Proactively build new relationships with fee-only RIAs nationwide
Educate advisors on the firm’s insurance planning model and value proposition
Serve as a liaison to facilitate ongoing partnerships
Tailor messaging to resonate with RIAs’ fiduciary models and client philosophies
Represent the firm in virtual and live presentations to individuals and small groups

About You

Be able to do the job as described
Polished and confident communicator, able to convey complex ideas simply
Entrepreneurial and self-driven with an ability to connect with others
Comfortable working independently and leading your own initiatives
CFP or JD designation a plus

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Make an impact at the intersection of financial strategy and human connection. As a Business Development Associate focusing on RIA partnerships, you’ll help bring objective insurance planning into the heart of independent financial advisory services…improving outcomes for clients and deepening value for advisors. This is a relationship-first role where your success drives long-term financial wellness across generations. Why You Should Apply Help fee-only RIAs expand their planning capabilities with expert insurance solutions Collaborate closely with

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