Orion Talent Job Search & Career Recruiting

Whether you are an Active Duty candidate preparing for your transition into the civilian workforce or Veteran looking to make a career change; a diverse candidate seeking your next career move; entry level / early career talent looking for your first role; or skilled professional seeking to expand your industry experience, Orion's Job Search provides rewarding career opportunities across many industries.

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Available Positions

Outside Sales Rep


Job Ref: # 5053727
Date Posted: 2/11/2026 12:00:00 AM
City, State: Fort Wayne, IN
Salary: $150,000 - $200,000

Description

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This is a hybrid role for an Outside Sales position located in Fort Wayne, IN. The Outside Sales representative will be responsible for meeting with clients, developing new relationships, providing field service, and maintaining excellent customer relationships. Day-to-day tasks include conducting sales presentations, CRM management, managing accounts, providing customer service, and delivering training on product usage. This role aims to expand our market reach and enhance customer satisfaction.
 
Must-Have Skills, Experience, and Education
  • Knowledge of Aerospace, Manufacturing, or Defense industries
  • PTFE & sealing solution product experience is a plus
  • Up to date with industry and economic trends by region of the defense sector
  • Experience in Aerospace sales
  • DLA/DOD Experience
  • Excellent communication and interpersonal skills
  • Ability to travel for client meetings
  • Bachelor's degree in Business, Engineering, or related field
  • Experience with engineering drawings is a plus
  • Quality Standard Experience is preferred but not required
  • Proven track record of success within the aerospace industry
 
Responsibilities
  • This individual will be responsible for supporting the development of current/new business.
  • Understanding, bidding, and reading government contracts/opportunities
  • Tracking and making actionable sales recommendations based on internal data
  • Development of a sales division
  • CRM tracking and actionable lead generation
  • Visiting customers/AFBs/businesses to understand their shortcomings/needs better
  • Understanding the business's ERP system and be effective in executing tasks within the system.
  • Identifying areas to support customers' needs further
  • Working on existing quality manuals to improve processes
  • Identifying opportunities released into the market and making actionable recommendations to drive business
  • Developing and connecting with new and existing contacts to facilitate growth
  • Establishes professional and responsive relationships with customers to ensure total customer satisfaction and continued business
  • Follows up with customers to ensure the company is meeting or exceeding the service level
  • Is a responsible and cooperative team leader with other departments to address and resolve customer problems
  • Understands and works within the company's policies and procedures
  • Maintains up-to-date knowledge of the industry
  • Other duties as required in support of the company and/or sales division
  • Creating an organized workflow to maintain proper tracking of leads and new opportunities




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Applications Engineer


Company: Orion Talent
Job Ref: # 9664985
Date Posted: 2/11/2026 12:00:00 AM
City, State: Williamsburg, VA

Description

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Seeking a motivated Applications Engineer (AE) to support the sales process by preparing technical and commercial proposals, developing product configurations, and ensuring alignment between customer requirements and internal solutions. This role collaborates closely with the internal sales, engineering, and operations teams to deliver accurate, timely, and competitive offerings.
Responsibilities:
  • Support the sales team in pre-sales engagements by reviewing customer requirements and recommending solutions.
  • Prepare product configurations, technical drawings, and commercial proposals with accuracy and attention to detail.
  • Review RFQ packages, including technical specifications, single-line diagrams, and customer submittals.
  • Coordinate with engineering, procurement, and operations teams to validate manufacturability and compliance.
  • Participate in internal and external meetings to support project handovers and clarify technical details.
  • Manage order processing and assist with job file transitions to the projects team.
  • Provide post-sales support, including documentation updates and coordination with execution teams.
  • Maintain quoting tools, templates, and standard documentation.
  • Stay current with industry standards and applicable product codes (e.g., UL891, UL508A, NEC).
Requirements:
  • Bachelor’s degree in Electrical Engineering or equivalent technical field (Associates + relevant experience considered).
  • 2–4 years of experience in application engineering, electrical design, or technical sales support, ideally within power distribution or related manufacturing industries.
  • Extensive knowledge of PDUs, RPPs, UL891 switchboards, low-voltage distribution systems, and prefabricated/skidded LV solutions.
  • Familiarity with CRM platforms (Salesforce, HubSpot, or similar) and ERP systems (SAP, Oracle, or NetSuite preferred).
  • Understanding of electrical codes and UL standards for low-voltage distribution equipment.
  • Proficiency with Microsoft Office Suite (Excel, PowerPoint, Word).
  • Strong communication and organizational skills.
  • Detail-oriented with the ability to manage multiple tasks and priorities.
  • Collaborative, customer-focused mindset with eagerness to learn and grow.
  • Professional, adaptable, and proactive in problem-solving.
What’s Offered:
  • Competitive salary and performance-based incentives
  • Health, dental, and vision insurance
  • 401(k) retirement plan
  • Paid time off and holidays
  • Professional development and career advancement opportunities
  • Dynamic and innovative work environment




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Field Service Engineer


Company: Orion Talent
Job Ref: # 1828328
Date Posted: 2/11/2026 12:00:00 AM
City, State: Atlanta, GA
Salary: $67,500 - $67,500

Description

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After completing a 2+ month training program, the Field Service Engineer will provide on-site service support for heavy-duty mobile lifting equipment across the United States and Canada. This role is highly hands-on and travel-intensive, requiring strong electro-mechanical troubleshooting skills, customer interaction, and independence in the field.
You will repair, inspect, and support mobile lift systems while managing your own travel logistics and maintaining strong customer relationships. This position also includes technical phone support and opportunities to earn commission through parts and service sales.

Key Responsibilities
  • Provide on-site service and technical support for mobile lifting equipment nationwide and in Canada
  • Repair mobile column lifts at customer sites (electrical and mechanical)
  • Perform annual inspections and complete certificates of inspection
  • Diagnose and troubleshoot equipment issues both onsite and via phone support
  • Complete all service documentation, job paperwork, and expense reports accurately and timely
  • Schedule and manage own flights, hotels, and rental vehicles
  • Communicate regularly with customers and internal teams via phone and email
  • Support parts and service sales activities

Must-Have Skills, Experience, and Education
  • Strong mechanical and electrical/electronic troubleshooting skills
  • Experience working with electrical systems up to 3-phase, 480 VAC
  • Some experience with controls and/or PLCs
  • Valid U.S. driver’s license
  • Ability to fly domestically and internationally (U.S. and Canada)
  • Valid passport required at start (initial training in France)
  • Strong customer service, professionalism, and presentation skills
  • Solid computer skills (Microsoft Office, communication tools, file sharing platforms)
  • Highly organized, detail-oriented, and self-motivated
  • Proven ability to work independently in a travel-heavy field role

Nice-to-Have Skills
  • Experience with lifts or hoists
  • Background in parts and service sales
  • Experience in administrative or support roles in addition to technical work




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MEP Superintendent


Job Ref: # 2783536
Date Posted: 2/11/2026 12:00:00 AM
City, State: Dulles, VA
Salary: $110,000 - $135,000

Description

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MEP Superintendent with a strong background in Mechanical, Electrical, and Plumbing (MEP) systems and project management to support fast-paced, mission-critical construction programs. This role serves as a senior technical and operational leader embedded with General Contractor (GC) teams, providing manpower coordination, workflow integration, client-facing leadership, and cross-discipline mentorship. Ideal candidates combine deep field experience with program-level thinking and are comfortable operating at both the jobsite and executive interface. Prior Navy Nuclear service, especially candidates with multiple sea tours or senior enlisted/officer leadership experience, is highly valued due to the technical rigor, procedural discipline, and leadership maturity associated with that background.

Compensation and Career Track

Feature
Detail
Base Salary
$110,000 - $135,000 (Depending on Experience)
Bonus
10% Annual Performance Bonus
Benefits
Full, comprehensive package (Medical, Dental, Vision, 401(k), PTO)
Promotion Track
High-performing Superintendents can be promoted to the MEP Coordinator role within 1 to 2 years based on technical knowledge mastery and proven leadership capability.

Key Responsibilities

Program & Process Leadership

  • Integrate and manage MEP and Commissioning (Cx) workflows across multiple project phases.
  • Establish and refine program-level processes that improve documentation, turnover readiness, and trade coordination.
  • Align project execution with GC standards, client expectations, and internal delivery models.

Manpower & Resource Coordination

  • Coordinate staffing levels across mechanical, electrical, controls, and specialty resources.
  • Forecast manpower needs based on upcoming project phases and schedule shifts.

Client & End-User Engagement

  • Lead or support customer-facing and end-user meetings, translating technical details into actionable decisions.
  • Represent the GC or project team in technical discussions related to MEP systems, turnover readiness, and integration risks.
  • Maintain professional presence with owners, vendors, and senior leadership stakeholders.

Financial & Administrative Oversight

  • Support billing, invoicing, and cost tracking activities tied to manpower and service delivery.
  • Assist in contract alignment, scope clarification, and change management discussions.
  • Ensure accurate and timely documentation supporting project financials.

Project-Level Support & Mentorship

  • Provide direct support to field Superintendents, PMs, and trade leads.
  • Mentor junior coordinators, superintendents, and technical specialists.
  • Assist in resolving technical or workflow conflicts impacting schedule or quality.

Training & Development

  • Coordinate internal and external training initiatives to strengthen cross-discipline knowledge.
  • Promote continuous improvement and lessons-learned feedback loops across projects.
  • Encourage structured development pathways for emerging leaders.

Industry Engagement

  • Participate in industry events, conferences, and trade associations.
  • Maintain awareness of emerging technologies, standards, and best practices in mission-critical construction.

Must-Have Skills, Experience, and Education

  • 8+ years of experience in MEP construction, commissioning, or mission-critical project environments.
  • Demonstrated project management or program coordination experience on complex builds.
  • Strong understanding of mechanical and electrical systems integration.
  • Experience interfacing with General Contractors, owners, and subcontractors.
  • Ability to manage multiple projects or workstreams simultaneously.
  • Excellent written and verbal communication skills.
  • Proficiency with project management and documentation tools (scheduling software, issue tracking platforms, reporting systems).

Nice-to-Have Skills, Experience, and Education

  • Navy Nuclear background strongly preferred, especially:
    • Multiple sea tours
    • Senior enlisted leadership or officer experience
    • Reactor operations, maintenance management, or engineering watch standing
  • BAS / Controls experience, including familiarity with building automation systems, controls logic, or systems integration.
  • Data Center Commissioning and/or Operations experience, including integrated systems testing, turnover readiness, or live-site operational support.
  • Experience in data centers, mission-critical facilities, or industrial environments.
  • Familiarity with formal commissioning (Cx) processes and turnover documentation standards.

Core Competencies

  • Technical leadership across MEP disciplines
  • Strategic thinking and process refinement
  • Operational discipline and accountability
  • Clear communication with technical and non-technical stakeholders
  • Mentorship and team development
  • Adaptability in fast-paced, high-pressure project environments

Work Environment & Expectations

  • Combination of onsite field presence and remote coordination.
  • Travel between regional project sites as required.
  • Engagement with both day-to-day project execution and long-range program planning.




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STO Test Electrician


Company: General Dynamics Electric Boat
Job Ref: # 5331297
Date Posted: 2/10/2026 12:00:00 AM
City, State: Groton, CT
Salary: $29 - $41

Description

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Overview
The Shipyard Test Organization is the premier trade made up of a team of world class testers who have the knowledge and skill to be the last in line delivering the most capable warships to the U.S. Navy. In STO, we are a learning organization that operates daily on our foundational pillars of proper planning, integrity, and ownership to complete operational testing with the highest level of formality. 
 
Specific responsibilities include but are not limited to:
  1. Perform electrical testing of all Shipboard, Steam and Electric Plant, Auxiliary and Weapons systems.
  2. Complete and maintain the required training to perform electrical operational testing of all Steam and Electric Plant systems; Hull Mechanical and Auxiliary systems; and Weapons systems which may include going on sea trials.
  3. Complete and maintain the required training to perform watch standing duties to include: operate ship’s electrical systems; roving watches required for ship safety, safety dispatch or to monitor electrical systems required as part of the construction which may include weekend work.
  4. Complete and maintain the required training to perform the duties of a safety technician which requires making systems safe for trade work utilizing Electric Boat’s Lock out/Tag out procedures.
  5. Ability to follow written procedures and comply with requirements.
  6. Exhibit high moral character and integrity required to certify NAVSEA test requirements.
  7. Exhibit the ability to read and understand various system and test diagrams/drawings required for all electrical system testing.
  8. Work onboard submarines under construction during all phases of construction in all types of weather.
  9. Work requires heavy lifting, pulling and climbing (ladders) and enter in tight/confined spaces for extended periods of time.
  10. Be able to obtain and maintain a DoD Secret clearance.
  11. Perform various electrical testing tasks using various meters to perform continuity checks of installed cables and equipment. Perform alignments of ship systems electronic systems. Assist in trouble shooting when required.
  12. Perform other duties assigned by their supervisor.
  13. Complete and maintain the required training to use radiological dosimetry to work within radiological controlled areas when required.
  14. Complete and maintain the required training to work on energized equipment. Individual must understand and comply with Division Safety Manual and technical manual operating instructions. 
Pay: $28.70 - $41.14/hr

Qualifications Required:
  • High School diploma or GED or 2+ years technical experience
  • Must be available for any shift
  • Prior formal training or job experience in electrical trades and/or testing
Preferred:
  • Prior US Naval submarine system experience or prior testing experience with shipyard systems
  • Experience in one or more of the following: Related military training, electrical training from Vocational, Technical or Community College
  • Experience with and knowledge of Lock out/Tag out procedures
Skills:
  • Attention to detail
  • Electrical skills (ability to work with basic electrical tools) 
  • Ability to read drawings/schematics
  • Ability to think critically
  • Ability to pass required schools for specific qualifications
Physical Qualifications:
Climbing, Color Vision, Crawling, Heavy Lifting, Kneeling, Light Lifting, Medium Lifting, Pulling, Pushing, Reaching, Stooping, Twisting


Environmental Attributes:

Acids or Alkalis, Cold, Dry, Dusty, Fumes, Hot, Inside, Noise, Oily, Outside, Wet




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Metal Fabricator (Heavy)


Company: Juniper Industries
Job Ref: # 1393344
Date Posted: 2/10/2026 12:00:00 AM
City, State: Middle Village, NY
Salary: $20 - $30

Description

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Metal Fabricator (Heavy)


Compensation: $20.00–$30.00 per hour
Schedule: Monday–Friday, 7:00 AM–3:45 PM (frequent overtime opportunities)



About the Role

Leading 90-Year-Old New York Metal Fabrication Company is seeking an experienced Metal Fabricator/Heavy Plate Fabricator to support fabrication operations involving cutting, bending, forming, and assembling metal components. This role requires strong hands-on fabrication skills, the ability to read mechanical drawings, and the capability to operate a variety of fabrication machinery in a safe and efficient manner.


Job Responsibilities

  • Perform metal fabrication tasks and additional duties as assigned by the Foreman.
  • Support production schedules by completing assigned jobs on time and according to specifications.


Key Duties

  • Operate fabrication equipment including power brakes, shears, rollers, and related tools.
  • Mark cutting lines, bending lines, and layouts per mechanical drawings.
  • Fabricate and assemble general sheet metal and plate metal components.
  • Verify accuracy using measuring tools such as tape measures, squares, and gauges.
  • Maintain a clean, organized, and safe work environment.
  • Identify and report errors, issues, or discrepancies to the Foreman.


Qualifications

  • High School Diploma or equivalent work experience in a related field.
  • Minimum of 5 years of hands-on metal fabrication experience.
  • Skilled in shearing, brake forming, punching, rolling, and plate metal work.
  • Ability to read and interpret mechanical drawings and fabrication layouts.
  • Strong understanding of material types and their applications.
  • Proficient in the use of measuring tools and basic math calculations.
  • Excellent manual dexterity and attention to detail.
  • Ability to stand for extended periods and lift up to 50 lbs.
  • Ability to work overtime as required.
  • Must be able to follow PPE requirements (safety glasses, steel-toe shoes, gloves, proper clothing).


Employee Benefits & Incentives

  • FMLA & PFMLA
  • Commuter benefits
  • Paid holidays
  • Medical insurance
  • Paid time off (PTO)
  • Training and apprenticeship programs




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Manufacturing Process Engineer


Company: L.M. Gill Welding & Manufacturing, LLC
Job Ref: # 5447794
Date Posted: 2/10/2026 12:00:00 AM
City, State: Manchester, CT
Salary: $80,000 - $100,000

Description

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Manufacturing Process Engineer

Location: Manchester, CT - Onsite

Employment Type: Full-Time

About the Role

LM Gill is a Naval Defense manufacturer supporting Department of Defense programs. The company is hiring a Manufacturing Engineer to support production through strong process engineering, documentation control, and hands-on problem solving. This role works closely with programming, planning, quality, and production teams to ensure efficient, cost-effective, and safe manufacturing operations.

What You'll Do

  • Interpret customer requirements and develop manufacturing plans, partnering with programming and planning teams.
  • Create and maintain revision-controlled engineering documentation to support manufacturing processes.
  • Create and edit manufacturing traveler and routing sheets.
  • Use SolidWorks to support manufacturing activities.
  • Troubleshoot manufacturing problems, coordinating with internal departments, outside vendors, and customers to return processes to plan quickly and cost effectively.
  • Assist with internal quality audits as needed.
  • Support process improvement efforts across the shop

Must-Have Skills and Experience

(These are required for consideration.)

  • U.S. citizenship (ITAR requirement).
  • Experience interpreting customer requirements and translating them into manufacturing plans.
  • Ability to create and maintain revision-controlled engineering documentation.
  • Ability to create and update traveler and routing sheets.
  • Proficiency with SolidWorks.
  • Knowledge of machining processes and equipment.
  • Experience machining weldments, forgings, and castings.
  • Knowledge of GD&T.
  • Experience using ERP systems for engineering and manufacturing (for example Epicor).
  • Experience supporting manufacturing troubleshooting with cross-functional teams.
  • Experience with ISO or AS quality systems.
  • Familiarity with NDT methods, including VT, LP, RT, UT.

Nice-to-Have Skills

(These are preferred but not required.)

  • Prior experience in defense or shipbuilding manufacturing environments.
  • Experience assisting with internal quality audits.
  • Background in process improvement or cost reduction initiatives.
  • Exposure to working with outside vendors and customer engineering teams.
  • Understanding of manufacturing support roles such as programming and planning.
  • Ability to support documentation creation beyond standard routing and traveler sheets (work instructions, process documents).

Who You Are

  • A detail-focused engineer who can turn complex requirements into clear, efficient manufacturing processes.
  • Confident working across engineering, programming, planning, quality, and the shop floor.
  • Comfortable troubleshooting issues in real time and keeping production on track.
  • Skilled at creating clean, accurate documentation that others can easily follow.
  • Experienced in machining environments and familiar with how parts flow through a shop.
  • Adaptable in a small company setting where teams wear many hats and priorities shift quickly.
  • A clear communicator who collaborates well with both technical and non-technical partners.

Additional Details

  • Schedule: Mon-Fri, 7AM – 330PM
  • Salary Range: $80,000 – $110,000 base
  • Benefits: Medical, dental, vision, 401(k), and PTO.


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Inside Machinist


Company: General Dynamics Electric Boat
Job Ref: # 6543908
Date Posted: 2/10/2026 12:00:00 AM
City, State: North Kingstown, RI
Salary: $22 - $50

Description

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General Dynamics Electric Boat (Quonset Point)

CNC -Machinist (Inside Machinsit)

Overview

Do you have programming experience or training-CNC/G-Codes, experience with milling/lathes, have strong mathematical skills.....then this is the position for you!!!!

Join our team, the nation's premier designer and builder of nuclear powered submarines.

Duties include but are not limited to:

  • Set up, program editing, and operation of CNC milling and turning centers
  • Requires the verification of parts and parts configuration to plan requirements using various high tolerance precision measuring tools
  • Must have the ability to read and interpret mechanical detail and assembly drawings, including GD&T, weld- joint symbols, and NDT requirements

Benefits:

  • Medical, Dental, Vision
  • Prescription Coverage
  • HSA
  • Health and Wellness Programs
  • 401K
  • Commuter/Van Services
  • Paid Vacation and holidays
  • Paid training
  • Advancement Opportunities

Relocation Assistance provided to qualified candidates.

This position is located at our Quonset Point facility in North Kingstown, RI location.

Qualifications

Required:

  • High school diploma or equivalent OR a minimum of 2 years relevant technical experience
  • Machining experience or relevant formal training
  • Ability to interpret technical manuals, shipyard procedures, test documents, blueprints, diagrams, and perform basic layout functions
  • Available to work all shifts
  • Individuals are required to possess their own basic hand tools

Preferred:

  • Experience including setup, operating, with vertical and/or horizontal turning/lathes/mills
  • Strong mathematical skills
  • Mazak experience
  • Vocational, Technical, Community Colleges or Apprentice programs
  • Machine technology educational program
  • Shipbuilding/Marine Advanced Manufacturing Institute (SAMI) program completion
  • Military

Skills

  • Excellent communication, organizational, and interpersonal skills
  • Self-starter with good problem solving skills
  • Ability to work in a collaborative and team environment to meet organizational goals

Physical Qualifications

Climbing, Crawling, Kneeling, Light Lifting, Medium Lifting, Pulling, Pushing, Reaching, Stooping, Twisting

Environmental Attributes

Acids or Alkalis, Cold, Dry, Dusty, Fumes, Hot, Inside, Noise, Oily, Wet



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Truck Lease Sales


Company: Pliler International
Job Ref: # 1441291
Date Posted: 2/10/2026 12:00:00 AM
City, State: Shreveport, LA
Salary: $60,000 - $65,000

Description

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logo

As a family-owned and operated business, we treat our employees like family. Most of our employees have been with us for 10+ years. We are looking for the newest member of our team to join our family!

Our team enjoys a fantastic culture and opportunities for advancement, which are company-wide focused to help you grow both personally and professionally. We're interested in helping you establish and build a long-term career with us because we know that happy employees lead to happier customers!


SUMMARY:
The Truck Lease Sales Representative takes a proactive approach to acquire new business and build and maintain current business. The successful team member has a minimum of one year of experience selling, leasing, and marketing in the transportation industry, is self-motivated, and has exceptional customer relations skills.  This position will cover the Shreveport, La and the Longview, TX Territory.

RESPONSIBILITIES:
  • Assist in preparing an annual business plan, developing and implementing a lease sales and marketing plan, and collecting past due invoices as needed.
  • Achieve annual sales quota, rental revenue, expense control and profitability objectives.
  • Manage lease fleet equipment.
  • Establish rates for various equipment types through market analysis.
  • Provide weekly and monthly sales reports to management as required.
  • Maintain a system for daily yard checks and reporting of rental utilization to management, customer insurance files, rental billing, customer logs, and equipment check-in/check-out.
QUALIFICATIONS:
  • At least one year of outside sales experience.
  • Prefers  one year of leasing experience in the transportation industry.
  • Proven ability to meet sales quotas.
EDUCATION, CERTIFICATES, LICENSES, REGISTRATION:
  • Bachelor’s degree in Sales/Marketing or similar degree.
  • Years of experience will be considered in lieu of a degree.
WHAT WE OFFER:
  • Fantastic Culture and Exciting Work Environment
  • Medical and Dental
  • 401K Plan
  • Paid time off and vacation
  • Growth opportunities
  • Paid Training
  • Family owned and operated
  • Long-term job security
  • Discounts on products and services 
  • Competitive wages
  • Clean and professional work environment
  • State of the art Facility
EOE/Drug Free Workplace

DISCLAIMER:
This is not necessarily an exhaustive list of responsibilities, skills, duties, requirements, efforts or working conditions associated with this position. While this list is intended to be an accurate reflection of the current position, the company reserves the right to revise the functions and duties of the job to require that additional or different tasks be performed or further education required with circumstance changes (such as: growth, work load, changes in personnel, technological developments, etc.)




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Wealth Advisor


Company: Orion Talent
Job Ref: # 7624282
Date Posted: 2/10/2026 12:00:00 AM
City, State: Wayland, MA
Salary: $85,000 - $95,000

Description

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We are seeking an experienced, highly motivated and results-driven Wealth Advisor to join our team to manage client relationships, and drive firm growth through exceptional client service, and thoughtful business development.

As a Wealth Advisor, you will play a key role in driving growth and the success of our company by generating new business opportunities and qualifying leads to help to keep expanding and providing our services to clients in need. This salaried role is ideal for an advisor who thrives in a collaborative, planning-driven environment and is motivated by deepening existing relationships while attracting new clients to the firm. This candidate will be focused and have strong communication skills. The candidate should be able to think critically when making plans and have a demonstrated ability to execute a particular strategy.

Primary Responsibilities:

Client Relationship Management

  • Serve as the lead advisor for a defined group of client households, acting as the primary point of contact.
  • Build and maintain solid relationships with clients, understanding their financial goals, risk tolerance and investment preferences.
  • Develop new relationships in an effort to grow business and help the company expand

Business Development & Growth

  • Deepen existing client relationships by identifying and implementing additional planning and investment opportunities.
  • Drive new client acquisition through personal and professional networking, referrals, and centers of influence (COIs).
  • Represent the firm at client events, community engagements, and professional associations to expand visibility and reach.

Primary Tasks:

  • Organize client meetings to discuss financial goals, risk tolerance and investment preferences.
  • Develop personalized wealth management strategies, including investment planning, portfolio allocation and retirement planning.
  • Monitor and review clients' financial progress regularly, ensuring alignment with their objectives and making adjustments.
  • Conduct in-depth research and analysis of investments, tax laws, and other financial matters to provide informed advice.
  • Evaluate investment opportunities, considering factors like risk, return potential and liquidity.
  • Provide ongoing financial advice and guidance to clients, keeping them informed about market trends, investment opportunities, and potential risks.
  • Create detailed financial plans, including cash flow projections, retirement planning, and tax optimization strategies.

Must-Have Skills and Experience::

  • BA bachelor's degree in finance, economics, business administration or a related field.
  • 3-5 years of experience as a wealth manager or financial advisor in an RIA or fiduciary setting, including knowledge of developing and implementing financial plans and managing investments.
  • Understanding of financial markets, investment products, and wealth management principles.
  • Proficiency in financial analysis tools, portfolio management software, CRM systems and MS Office suite.
  • Demonstrated success in both client relationship management and new business development.

Nice-to-Have Skills, Experience, and Education:

  • Excellent interpersonal skills and the ability to build trust and rapport with clients.
  • Strong analytical and problem-solving abilities with quick decision-making and a results-oriented mindset
  • Strong organizational, oral, written communication, and customer service skills.
  • Ability to organize and prioritize work independently with minimal supervision.
  • Proven knowledge and execution of successful development strategies.
  • Proven experience in sales, business development, or customer-facing roles.
  • Excellent communication and interpersonal skills, with the ability to build rapport and engage effectively with diverse audiences.
  • Strong prospecting and lead generation skills, with the ability to identify and qualify potential customers.
  • Self-motivated and target-oriented mindset, with a drive to exceed goals and deliver results.
  • Demonstrated ability to work collaboratively in a team-oriented environment.
  • Adaptability and resilience in a fast-paced, dynamic work environment.
  • Entrepreneurial mindset with the ability to build trust and credibility with clients and peers.





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