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
