BUSINESS DEVELOPMENT COORDINATOR

About Seeley Group

Seeley Group is a boutique financial planning practice specializing in helping high-net-worth families, business owners, and multi-generational wealth clients. Led by a senior financial planner with deep experience, we provide advanced planning, tax strategy, and wealth-management solutions.

We are seeking a well-connected, motivated professional to support growth by introducing qualified prospects to our advisory team.

Position Overview

The Business Development Coordinator is responsible exclusively for generating new business opportunities and booking meetings between prospects and our senior financial planner. Your role is focused entirely on leveraging your network and facilitating warm introductions - you are not responsible for financial advice or ongoing client servicing.

Who This Role Is Ideal For

This position can be a strong fit for:

Relationship-driven professionals who excel at networking, introductions, and connecting people, and prefer this over the analytical or servicing side of financial planning
Anyone with a strong and credible network among business owners, executive leaders, or high-net-worth families who enjoys facilitating meaningful connections
Former or current financial advisors who want to step away from planning, servicing, compliance, and paperwork - while still leveraging their network and continuing to earn ongoing referral-based income

Key Responsibilities

Leverage personal and professional networks to identify high-net-worth prospects
Initiate contact, build rapport, and schedule discovery meetings
Book meetings directly with the senior financial planner
Keep a simple log of outreach and meetings booked
Represent Seeley Group with professionalism, discretion, and confidentiality

What This Role Is Not

Not a financial advisor or planning role
No client servicing, follow-up, or paperwork
No financial advice or portfolio discussions
No cold-calling requirements - networking and warm introductions only

Your contribution is simple and clear: high-quality introductions that lead to booked meetings.

Qualifications

Strong network of business owners, executives, or affluent families
Confident communicator with natural networking abilities
Professional presence, integrity, and commitment to confidentiality
Self-driven and comfortable working independently

Compensation

This role offers significant long-term earning potential:

Bonus for each new client who engages the firm through your introduction
Ongoing percentage of annual trailing revenue for the lifetime of the client relationship

Why Work With Seeley Group

Highly flexible, entrepreneurial role
Work with an experienced team of professionals
Build recurring income through long-term client relationships
Contribute to the financial success of business owners and affluent families

Seeley Group Private Wealth Management

Open Positions

Business Development Coordinator