Job Description: New Client Development Leader

Salary: $200K - $250K Location Type: Remote Employment Type: Full-Time

About Earned Wealth

Earned is a tax-smart financial services firm dedicated to serving doctors, their families, and their practices. Our goal is to be the only financial partner doctors need by seamlessly integrating personal and practice-based solutions to maximize their wealth potential and drive better financial outcomes.

What sets Earned apart is our strategic growth model. We have secured $200M to fuel an aggressive M&A strategy, acquiring and integrating best-in-class financial services firms to expand our capabilities and accelerate our vision. Backed by leading investors—including Summit Partners, Silversmith Capital, Juxtapose, Hudson Structured, and Breyer Capital—we are rapidly scaling to redefine financial services for medical professionals.

Our technology-driven approach, supported by fiduciary experts and modern tax-smart tools, ensures clients have a clear, real-time view of their financial trajectory through our iOS app and beyond.

Join us as we build the future of financial services for doctors—faster, smarter, and at scale.

About the Role

The ideal profile will be a key leader driving Earned’s new client development efforts. They will join our existing team of expert advisors and specialists and focus on new client development and asset formation, working closely with colleagues to close prospects. They must be able to create, cultivate, and close prospects through the creation of the system, techniques, and individual effort that drive accelerated growth.

Given we are a start-up, the successful candidate will be attracted to being a pioneer in a business that is rapidly scaling, inspired by our purpose to serve physicians better—who today are radically underserved by incumbents. This critical role, as well as our young stage, affords the opportunity to help shape the full company while working closely with a very experienced team of industry experts and entrepreneurs. There will be an opportunity to develop strategies to optimally close business instead of coming into a “cast in stone” structure and process.

Key Responsibilities

• Directly create leads and prospects through sales techniques including in-person events with physician prospects.
• Develop and implement strategies that convince marketing-driven and self-created leads to engage further to learn more about Earned, culminating in directly closing new target client accounts and achieving growth goals.
• Lead the creation of the “ecosystem” and “playbook” that drives client growth and asset formation across acquisition channels that include multi-channel marketing as well as through “offline” channels like professional association events.
• Ensure a seamless prospect-to-client experience.

Key Requirements

• Education: Bachelor's degree (Master's degree or MD preferred).
• Licensing: Series 65 Investment Adviser Representative license required or must hold one of the five professional designations that may be granted a waiver from the Series 65 exam, including the CFP®.
• Technology Proficiency: Expert with CRM systems such as Salesforce and allied marketing and sales technology.
• Industry Expertise:
  • Mastery of wealth management and financial planning.
  • 7+ years of wealth management and comprehensive financial planning experience, with a preference for experience working with physicians.
• Personal Attributes:
  • Innovator and Self-Starter: Comfortable thinking outside the box and creating new ways to develop clients while navigating ambiguity. Highly motivated and able to thrive in a fast-paced environment.
  • Audience Understanding: Have, or can quickly develop, a deep understanding of physicians' unique wealth management needs and have mastered the know-how to use a consultative approach that meets prospects where they are to add value to their daily lives.
  • Closing Expertise: Proven ability to develop and close high-net-worth prospects; strong track record in business development and acquiring new clients.