Stevens Foster Financial Advisors

Job DescriptionJob DescriptionSalary: We are seeking an experienced business development professional to lead new client acquisition efforts in the Twin Cities market. This role combines strategic relationship cultivation with active client conversion. The Business Development Executive will identify, engage, and advance relationships with corporate executives and high-net-worth individuals, while supporting the successful conversion of those relationships into long-term advisory clients. This is a growth-focused, revenue-accountable position designed for a professional who is comfortable representing investment and wealth management strategies in executive-level conversations. Key Responsibilities Strategic Growth & Client Acquisition Develop and execute a targeted business development strategy aligned with firm growth objectives Identify, cultivate, and advance relationships with corporate executives and high-net-worth individuals Build and strengthen referral relationships with attorneys, CPAs, and other professional partners Represent Stevens Foster at industry, networking, and community events Prospect Engagement & Conversion Communicate the firms integrated planning, tax, and investment approach with clarity and professionalism Present investment and wealth management solutions to prospective clients Advance qualified prospects through structured discovery conversations Partner with Advisors to support a smooth onboarding and long-term relationship transition process Marketing & Brand Visibility Collaborate on firm marketing initiatives and strategic visibility efforts Contribute insights regarding target markets and growth opportunities Pipeline Management & Performance Maintain accurate prospect activity and pipeline reporting in Redtail CRM Track acquisition metrics and growth progress Achieve agreed-upon annual growth and revenue objectives Qualifications Required 7+ years of business development, relationship management, or professional services sales experience Experience in wealth management or financial services Experience working directly with corporate executives and high-net-worth individuals Demonstrated ability to cultivate and convert professional relationships Established Twin Cities professional network Experience presenting investment or financial planning solutions Strong consultative communication and presentation skills Proficiency with CRM systems (Redtail preferred) Bachelors degree in business, finance, economics, or related field Preferred Working knowledge of portfolio construction concepts and asset allocation frameworks Ability to discuss investment strategy and market conditions with fluency and confidence Experience collaborating with investment or trading teams in a wealth management environment Professional designation (Series 65, CFP, CFA, or progress toward licensure) Compensation & Benefits We offer a competitive base salary and annual discretionary bonus tied to individual and firm performance. Eligible employees receive a competitive benefits package, including: Paid Time Off (18 days annually at hire, increasing with tenure) 10 paid holidays plus 1 floating holiday 8 hours of Volunteer Paid Time Off annually Safe Harbor 401(k) with employer match and immediate vesting Medical, dental, and vision insurance Life and disability insurance Minnesota Paid Family & Medical Leave (private plan) Professional development and continuing education reimbursement (with approval) Discounted advisory services for eligible employees Benefits are subject to plan terms and eligibility requirements. Schedule & Work Model Full-time schedule, MondayFriday Hybrid work arrangements available in accordance with firm policy Regular in-office presence expected to support collaboration and client engagement Flexibility required for networking events, client meetings, and community engagement Equal Employment Opportunity Stevens Foster Financial Advisors is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, creed, religion, national origin, sex, pregnancy, gender identity or expression, sexual orientation, marital status, disability, age, veteran status, status with regard to public assistance, or any other characteristic protected by federal, state, or local law. About Stevens Foster Stevens Foster Financial Advisors is a Registered Investment Advisor (RIA) providing integrated financial planning, investment management, and tax strategy services to corporate executives and high-net-worth families with complex financial needs. Since 1988, we have delivered objective, personalized guidance as fiduciariesalways acting in our clients best interests. Our team operates within a highly regulated environment, emphasizing precision, discretion, and thoughtful coordination across all aspects of a clients financial life. We build long-term relationships through high-quality service, clear communication, and a disciplined, holistic approach to wealth management.