Job Description
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 on...
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