Business Development Associate

Pointer Wealth is a growing wealth management firm serving four core groups:

• White-collar executives in blue-collar industries
• Retirees and near-retirees
• Physicians
• Professionals in private equity or finance

We’re looking for someone who’s comfortable starting conversations and bringing new people into the firm.

The Role

Your job is to open doors.

You’ll spend a meaningful part of your day on the phone — mostly warm introductions, referrals, and targeted outreach — with some colder outreach mixed in. Your goal is simple: identify who’s a fit and set meetings for our advisors.

Day-to-day:

• Call into our target markets with a clear message and purpose
• Start real conversations and qualify interest
• Set first meetings for our advisory team
• Keep activity organized and follow a consistent outreach rhythm
• Work with advisors to hand off prospects smoothly

Who Does Well Here

• Confident communicator who can adapt to different types of people
• Competitive and enjoys having clear metrics
• Steady, consistent, and not thrown off by occasional pushback
• Coachable and willing to improve their approach over time
• Energized by interacting with people — not hiding behind email

What You Get

• Base pay plus performance bonuses
• Clear expectations and coaching on communication, framing, and objection handling
• Exposure to high-level planning and client conversations
• A real path into planning, service advising, or advisory roles for the right person
• A tight-knit team that moves quickly and values accountability

Requirements

• Strong verbal communication
• Comfortable with regular outbound calling (mix of warm and cold outreach)
• Organized, consistent, and reliable
• Able to work in person with our Dallas-based team
• No prior financial experience needed — we’ll train you