Business Development Representative

August 25, 2022

Company: HathawayFinancial LLC
Job Role: Business Development Representative

HathawayFinancial (HF) is a Wealth Management and Investment Advisory Firm. We specialize in helping working professionals in the technology space build a financial plan for the long term so they can concentrate on their career and family. We do this through detailed financial planning, investment management and ad-hoc real-time advice.

We are looking for a Business Development Representative (BDR) to drive lead generation and ultimately new business. HF will provide the pipeline of leads, but needs a professional to get meetings scheduled with HF Registered Investment Advisor (RIA).

HF will provide a budget for marketing and generating leads. HF will then, in addition, pay a bonus or Sales Progression Incentive Fund (SPIF) tied to clients landed.

Job Responsibilities:

  • Core responsibility is demand and lead generation of qualified leads.
  • Being the first point of contact – email, text and verbal – for qualified leads.
  • Scheduling consultations with the Owner/Manager of HF.
  • Advise HF on most efficient use of funds to generate leads.


  • Experience working with RIA’s, Investment Advisors, Planners, and Wealth Managers, etc…
  • Deep understanding of social media platforms, email marketing, and avenues to generate leads. – Digital and traditional marketing channel optimization.
  • Should have general understanding of stock market and able to discuss at high-level.

The ideal candidate:

  • You’re reading this and thinking “I know exactly what needs to be done here”.
  • Demonstrated interest and knowledge of financial services industry. More specifically
  • stock market.
  • Motivated to make a lot of money working hard.
  • Interested in converting to full-time employee after demonstrated success.
  • Positive attitude. Relentless.

Contact for job inquiries.  

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