Cold Caller / Business Development Associate (Wealth Management)

Aeternum Capital offers a full-time, onsite opportunity in New York's wealth management practice. This Cold Caller / Business Development Associate role provides an hourly rate of USD 30 to 36, with performance-based bonuses and a clear path to Junior Wealth Advisor. The program includes paid training and ongoing mentorship as part of a structured growth track, fostering a collaborative culture that supports long-term careers in wealth management.

Responsibilities

• Conduct outbound calls to high-level executives, primarily within the technology sector.
• Articulate our firm's philosophy, services, and differentiators with professionalism and nuance.
• Identify prospective clients' financial needs and assess alignment with our advisory process.
• Schedule and coordinate introductory consultations for senior advisors.
• Maintain detailed outreach notes in CRM systems to support traceability.
• Collaborate with advisors to refine messaging, targeting, and engagement strategies.
• Participate in ongoing training and mentorship as part of the junior advisor growth track.

Requirements

• Exceptional verbal communication: articulate, polished, and confident.
• Strong intellect, quick learning ability, and comfort with sophisticated conversations.
• Professional demeanor suitable for engaging with senior executives.
• Highly organized, disciplined, and driven by performance metrics.
• Proficiency in Microsoft Excel for basic data management, tracking, sorting, and filtering.
• Proficiency in Microsoft Outlook for calendar management and structured email communication.
• Desire to build a long-term career in wealth management.
• Experience with CRM systems.

Benefits

• Paid training

Preferred but not required

• FINRA Series 7
• FINRA Series 63
• FINRA Series 65
• FINRA Series 66 (combined 63/65)
• New York Life, Accident & Health Insurance License