We’re Hiring: A Client Development Advisor

 
 
 

Description

As a Client Development Advisor at BKFi, you are the first person a prospective client meets and the one responsible for moving them from initial conversation to signed engagement. You own every step: discovery, qualification, proposal, and close. Once a client signs, you hand off to our Planning team, who manages the ongoing relationship.

Your day-to-day will be focused primarily on generating new revenue for the firm, both through direct prospect engagements as well as contributions towards our lead generation efforts. This role is right for someone who loves consultative selling, is motivated by a clear scoreboard, wants to contribute meaningfully to company growth, and is excited to represent a firm they can be genuinely proud of.

Read more about our culture on our Careers page

What You’ll Own

Pipeline & Prospecting

  • Conduct discovery and introductory calls daily with inbound and outbound leads.

  • Manage and advance your pipeline with strict CRM hygiene (stage progression, activity logging, notes).

  • Proactively monitor for prospect triggers: funding rounds, IPOs, tender offers, liquidity events, and job changes.

  • Work referral and center-of-influence relationships (CPAs, attorneys, startup ecosystem contacts) to generate self-sourced opportunities.

Sales Execution

  • Run a consultative, structured sales process from first touch through signed engagement.

  • Qualify prospects against firm fit criteria: service tier, complexity, timeline, and intent.

  • Present BKFi's planning offering in a compelling, honest, client-first way.

  • Handle questions and objections, manage follow-up cadences, and drive deals to a decision.

  • Maintain accurate forecast data and report on pipeline health, conversion rates, and win/loss trends.

Handoff & Collaboration

  • Execute a clean, documented handoff to the Planning team upon client signing.

  • Provide context on client goals, sensitivities, and expectations to ensure a seamless onboarding experience.

  • Actively contribute to BKFi's growth strategy including content creation needs, lead generation, technology needs, and client onboarding process.

Experience, Skills, and Core Competencies

Must-haves:

  • 5+ years of consultative financial services sales experience; you have run a full sales cycle before.

  • Demonstrable track record of meeting or exceeding conversion and revenue targets.

  • Strong discovery and qualification skills. You ask good questions and listen before providing solutions.

  • CRM fluency and attention to detail; pipeline hygiene is not negotiable.

  • Excellent communication: clear, direct, and comfortable with complex financial topics.

  • Self-directed and result-oriented; you thrive when there is a scoreboard.

  • Series 65 or CFP (or willingness to pursue).

  • A sense of humor

Nice-to-haves:

  • Background in financial planning or wealth management.

  • Familiarity with equity compensation (RSUs, ISOs, NSOs, ESPP).

  • Experience selling to technology professionals or startup employees.

Compensation

  • Base salary range of $100,000 - $125,000 + uncapped new business incentive pay

  • This is a high-compensation role driven by individual results

Benefits

  • A clear growth path — this role is designed to scale into larger impact and personal opportunity as we grow.

  • A firm you can genuinely believe in: serving clients at the forefront of innovation, no product quotas, no conflicted incentives, client-first from day one.

  • Work from anywhere with a secure internet connection and a door you can close

  • Generous PTO (17 days), 10 holidays, 7 sick days, 2 community service days

  • Employees select an eight-hour work day that overlaps with the firm's Core Hours (11 am to 4 pm Eastern)

  • Laptop, dual monitors, and home office accessories are provided in addition to a $500 home office stipend

  • A $440/month health insurance reimbursement is provided; this typically covers 100% of Bronze plans.

  • Dental and vision are 100% employer-paid.

  • 401(k) with a 4% employer match that vests immediately

  • Employer-paid Life Insurance

  • 10 weeks of fully paid parental leave

  • Employee and client referral programs

  • Exam assistance for relevant designations (CFP®, EA, CPA, etc.)

  • Participation in company retreats

  • Transparent career track and consistent feedback

  • Access to Right Capital, a financial planning software platform to create your own comprehensive financial plan

What Success Looks Like

In the first 90 days, you are running your own discovery calls, managing an active pipeline, and closing your first deals. By month 12, you have contributed meaningfully to BKFi's organic growth targets and built a repeatable process that works. You will continue to increase funding results in Year 2 and beyond as you have established a mature pipeline and created a repeatable and predictable sales process. 

We are targeting 25%+ organic AUM growth in 2026, driven by strong qualified lead volume and a step-up in average deal size. You will be central to getting there.

Application Process

  • To apply, click the link below and provide:

    • Your resume

    • A two-minute Loom video describing why you’re a great fit for this role

Apply Now