Business Development Representative (BDR / BDM) | 100% Remote (U.S.-Based)
Oak Harvest Financial Group is a rapidly growing independent RIA managing over $1.4 billion in assets under management. We are expanding and seeking a high-caliber Senior Sales Development Representative to drive qualified first appointments for our advisory team.
This is not a closing role.
This is not a junior call-center position.
Your mission is to engage serious investors, qualify them intelligently, and book high-quality first meetings with our senior advisors.
This role offers 100% remote flexibility. We are open to professionals who can operate effectively from anywhere, provided they bring discipline, accountability, and production.
If you have experience in financial services, especially as a former Financial Advisor, and prefer building opportunity over servicing a book, this role is built for you.
What You Will Do
• Engage inbound and outbound prospects professionally and confidently
• Conduct structured discovery calls with pre-retirees and high-net-worth investors
• Assess financial fit, asset levels, urgency, and alignment
• Clearly communicate our investment philosophy and planning approach
• Book qualified first appointments with senior advisors
• Ensure prospects are prepared and committed to attending
• Maintain disciplined CRM tracking and pipeline reporting
Your responsibility ends when a well-qualified, confirmed prospect sits down with an advisor.
What You Will Not Do
• You will not close business
• You will not manage client relationships
• You will not service accounts
Senior advisors handle all closing and relationship management.
Your role is to ensure their time is spent only with serious, qualified opportunities.
Why Join Oak Harvest Financial Group
Oak Harvest manages over $1.4 billion in AUM and is one of the fastest-growing independent RIAs in our market.
We offer the scale and credibility of an established fiduciary firm combined with the momentum of a growth-focused organization.
You will step into:
• A strong and expanding client base
• A defined, disciplined investment philosophy
• A retirement-income specialization
• A marketing engine generating consistent opportunity
• Senior advisors with proven close rates
• Scalable infrastructure built for sustained growth
You also gain the flexibility to work remotely within a performance-driven culture. We measure results, not desk time.
Required Experience
• 3+ years in financial services
• Understanding of retirement planning and wealth management is a plus
• Proven ability to engage and qualify high-net-worth investors
• Experience using CRM systems and managing pipeline metrics
How You Will Be Measured
• Qualified appointments set
• Appointment show rate
• Asset-qualified opportunities delivered
• Advisor feedback on meeting quality
This is a production role with clear accountability.
Compensation & Benefits
• Competitive base salary
• Performance incentives tied to qualified, held appointments
• Meaningful upside for consistent high performance
• 401(k) plan
• Comprehensive health insurance
• Life insurance coverage
• Long-term growth opportunity within a scaling firm
We are building enterprise value, not just filling seats.
If you understand financial services, value precision, and want to play a direct role in accelerating the growth of a $1.4B advisory firm, while maintaining remote flexibility and strong benefits, we want to hear from you.
To apply, please submit:
• Your resume
• A 1-minute video introduction recorded via Loom.com (free account is fine)
In your video, briefly share:
• Your background in financial services
• Why this role interests you
• Why you believe you would succeed in generating qualified first appointments
We are looking for professionals who communicate clearly, think critically, and take initiative. The video is an opportunity to stand out.
Apply tot his job
Apply To this Job
This is not a closing role.
This is not a junior call-center position.
Your mission is to engage serious investors, qualify them intelligently, and book high-quality first meetings with our senior advisors.
This role offers 100% remote flexibility. We are open to professionals who can operate effectively from anywhere, provided they bring discipline, accountability, and production.
If you have experience in financial services, especially as a former Financial Advisor, and prefer building opportunity over servicing a book, this role is built for you.
What You Will Do
• Engage inbound and outbound prospects professionally and confidently
• Conduct structured discovery calls with pre-retirees and high-net-worth investors
• Assess financial fit, asset levels, urgency, and alignment
• Clearly communicate our investment philosophy and planning approach
• Book qualified first appointments with senior advisors
• Ensure prospects are prepared and committed to attending
• Maintain disciplined CRM tracking and pipeline reporting
Your responsibility ends when a well-qualified, confirmed prospect sits down with an advisor.
What You Will Not Do
• You will not close business
• You will not manage client relationships
• You will not service accounts
Senior advisors handle all closing and relationship management.
Your role is to ensure their time is spent only with serious, qualified opportunities.
Why Join Oak Harvest Financial Group
Oak Harvest manages over $1.4 billion in AUM and is one of the fastest-growing independent RIAs in our market.
We offer the scale and credibility of an established fiduciary firm combined with the momentum of a growth-focused organization.
You will step into:
• A strong and expanding client base
• A defined, disciplined investment philosophy
• A retirement-income specialization
• A marketing engine generating consistent opportunity
• Senior advisors with proven close rates
• Scalable infrastructure built for sustained growth
You also gain the flexibility to work remotely within a performance-driven culture. We measure results, not desk time.
Required Experience
• 3+ years in financial services
• Understanding of retirement planning and wealth management is a plus
• Proven ability to engage and qualify high-net-worth investors
• Experience using CRM systems and managing pipeline metrics
How You Will Be Measured
• Qualified appointments set
• Appointment show rate
• Asset-qualified opportunities delivered
• Advisor feedback on meeting quality
This is a production role with clear accountability.
Compensation & Benefits
• Competitive base salary
• Performance incentives tied to qualified, held appointments
• Meaningful upside for consistent high performance
• 401(k) plan
• Comprehensive health insurance
• Life insurance coverage
• Long-term growth opportunity within a scaling firm
We are building enterprise value, not just filling seats.
If you understand financial services, value precision, and want to play a direct role in accelerating the growth of a $1.4B advisory firm, while maintaining remote flexibility and strong benefits, we want to hear from you.
To apply, please submit:
• Your resume
• A 1-minute video introduction recorded via Loom.com (free account is fine)
In your video, briefly share:
• Your background in financial services
• Why this role interests you
• Why you believe you would succeed in generating qualified first appointments
We are looking for professionals who communicate clearly, think critically, and take initiative. The video is an opportunity to stand out.
Apply tot his job
Apply To this Job