Client Development Associate

About Earned Wealth

Earned is a tax-smart financial services firm dedicated to serving doctors, their families, and their practices. Our goal is to be the only financial partner doctors need by seamlessly integrating personal and practice-based solutions to maximize their wealth potential and drive better financial outcomes.

What sets Earned apart is our strategic growth model. We have secured $200M to fuel an aggressive M&A strategy, acquiring and integrating best-in-class financial services firms to expand our capabilities and accelerate our vision. Backed by leading investors—including Summit Partners, Silversmith Capital, Juxtapose, Hudson Structured, and Breyer Capital—we are rapidly scaling to redefine financial services for medical professionals.

Our technology-driven approach, supported by fiduciary experts and modern tax-smart tools, ensures clients have a clear, real-time view of their financial trajectory through our iOS app and beyond.

Join us as we build the future of financial services for doctors—faster, smarter, and at scale.

About the role:

We are looking for a dynamic Client Development Associate to join the Client Services Team at Earned Wealth. 

The Client Development Associate will be responsible for engaging potential clients through lead generation and setting meetings with our Director of Client Development. This person will help support lead nurturing, foster leads to held appointments, and facilitate the closing of leads. As a client development professional, you will be an expert in conveying our value proposition and what it's like to work with us, always staging out the best outcome for the customer. This person will be responsible for achieving a targeted number of held appointments for the Director of Client Development and closing certain leads based on the customer's current assets and life cycle. It is important for this person to be a strong relationship builder as well as an ambassador for the company.

The ideal candidate will desire to work in a team-oriented, tech-forward, comprehensive wealth management practice. Additionally, the ideal candidate will embrace technology, enjoy a collaborative environment, and hold in high regard serving clients in a fiduciary capacity. You will report directly to the Director of Client Development.

Key Responsibilities:

The Client Development Associate role is critical for the Company and our continued growth trajectory.  

• Actively prospect and lead nurture to drive revenue goals by scheduling meetings with the Director of Client Development and closing customers, achieving a sales target consistently

• Ownership and accountability of the sales funnel from start to finish, using motivations to be successful as a key driver to success as opposed to being told what to do all the time

• Has knowledge of and experience with building best practices around lead flow, getting our clients from the top of our marketing funnel all the way to paying customers as efficiently as possible

• Build scalable best practices for the New Business development team, using your own playbook to help build a best-in-class function for lead flow from the top of the marketing funnel all the way to bringing on new clients

Key Requirements: 

• 3+ years of experience in business development at a Fintech company or RIA

• Bachelor's Degree

• Must be a credible and trustworthy business-minded person who stays up to date with market trends and is relationship oriented.

• Should be able to recognize, pursue and seize opportunities without being told to do so while also diagnosing current issues with the same mentality

• Willingness to be available when clients are

• Self-starter, productive, works well with a team and independently, as this is a fully remote role

• Excellent written and verbal communication skills

• Knowledge of CRM (e.g, Salesforce and Hubspot) is a plus

• Series 65 licensed (or become licensed in first 60 days of employment)

• Some travel may be required

Key Attributes 

• You have sales integrity and values working for a true fiduciary. As a guiding professional value, never sell products because they yield the highest commission but because they are the best fit for the customer.

• You have a quantitative sales mind, using a data-driven approach to pull key learnings and drive strategy.

• You are highly collaborative and agile. Can work well within a group and is comfortable with change.

• You are driven by a growth mindset but with a laser focus on how to best serve our customers, not what yields the highest advisory fee.

• You must thrive in a collaborative, start-up environment, utilizing expert knowledge in the space to elevate every function and colleague.

• You possess the hunger, drive, and resiliency to join an early-stage company in a competitive space. 

Benefits

• An attractive total compensation package

• Employer-sponsored health insurance (medical, dental, vision)

• 401k + 5% match