Brightpath Associates LLC
Business Development & Wealth Management Advisor
This role is focused on both servicing an existing client base and growing new business through a network of referral partners. The position is onsite in Greenville, SC.
Key Responsibilities
Business Development Collaborate with the Regional Managing Director to acquire new clients via established “centers of influence” (referral networks). Strengthen relationships with referral partners via regular outreach and events. Client Advisory & Relationship Management Provide high‑touch wealth management advice and guide clients on financial decisions. Handle day‑to‑day account maintenance, respond to client inquiries, and deliver ongoing service. Client Reviews & Retention Manage the client review process using CRM tools (Salesforce). Identify client needs and opportunities to deepen engagement and ensure retention. Build comprehensive financial plans (using tools like MoneyGuidePro). Analyze areas such as cash flow, retirement, debt, education planning, risk management, and client‑specific goals. Maintain data and workflows in systems supporting calendars, client info, correspondence, accounts, and plans. Coordination with Other Professionals Act as part of the client’s advisory team, collaborating proactively with accountants, attorneys, insurance providers, etc. Requirements & Preferences
Education & Credentials Bachelor’s degree plus a professional designation (CFP®, CFA, etc.), or an advanced degree (MBA, J.D., PhD). Experience 5+ years in private client disciplines (banking, investment, trust, financial planning). Skills & Knowledge Deep knowledge of wealth management and financial planning. Strong entrepreneurial drive, communication skills, and client service orientation. Licenses / Tools (desired but not mandatory) Familiarity with Salesforce. Experience with MoneyGuidePro. Seniority level
Associate Employment type
Full‑time Job function
Finance, Sales, and Management Industries
Financial Services, Investment Management, and Investment Banking
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Business Development Collaborate with the Regional Managing Director to acquire new clients via established “centers of influence” (referral networks). Strengthen relationships with referral partners via regular outreach and events. Client Advisory & Relationship Management Provide high‑touch wealth management advice and guide clients on financial decisions. Handle day‑to‑day account maintenance, respond to client inquiries, and deliver ongoing service. Client Reviews & Retention Manage the client review process using CRM tools (Salesforce). Identify client needs and opportunities to deepen engagement and ensure retention. Build comprehensive financial plans (using tools like MoneyGuidePro). Analyze areas such as cash flow, retirement, debt, education planning, risk management, and client‑specific goals. Maintain data and workflows in systems supporting calendars, client info, correspondence, accounts, and plans. Coordination with Other Professionals Act as part of the client’s advisory team, collaborating proactively with accountants, attorneys, insurance providers, etc. Requirements & Preferences
Education & Credentials Bachelor’s degree plus a professional designation (CFP®, CFA, etc.), or an advanced degree (MBA, J.D., PhD). Experience 5+ years in private client disciplines (banking, investment, trust, financial planning). Skills & Knowledge Deep knowledge of wealth management and financial planning. Strong entrepreneurial drive, communication skills, and client service orientation. Licenses / Tools (desired but not mandatory) Familiarity with Salesforce. Experience with MoneyGuidePro. Seniority level
Associate Employment type
Full‑time Job function
Finance, Sales, and Management Industries
Financial Services, Investment Management, and Investment Banking
#J-18808-Ljbffr