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
