Job Description

Stevens Foster Financial Advisors is seeking an experienced

Business Development Executive

to lead new client acquisition and represent the firm in the Twin Cities market. This role focuses on building relationships with executives, high-net-worth families, and professional referral partners while introducing them to our integrated planning, tax, and investment model.



This is a strategic, relationship-centered role--not high-volume sales. You'll cultivate meaningful connections, identify qualified prospects, and guide them into a smooth transition with our advisory team.

What You'll Do

Develop and execute a strategic growth plan focused on executives and HNW families Source and acquire new clients through networking, referrals, targeted outreach, and community engagement Build strong relationships with attorneys, CPAs, and centers of influence Educate prospects on the firm's comprehensive wealth-management approach Qualify leads and coordinate seamless hand-offs to Client Account Managers Represent the firm at industry events, conferences, and community functions Oversee marketing initiatives, sponsorships, and campaigns in partnership with internal staff Maintain an accurate prospect pipeline in CRM (Redtail) and report progress to leadership

What You Bring

Bachelor's degree preferred in business, finance, marketing, or related field 7-10+ years in business development, relationship management, or marketing Experience within wealth management, financial services, or professional services required Proven success attracting and retaining HNW or executive clients Strong Twin Cities referral network preferred Excellent communication, presentation, and consultative relationship skills Highly self-driven with strong follow-through and professional judgment

Compensation & Schedule

We offer a competitive base salary, a sales-based bonus, and a comprehensive suite of benefits. Final compensation is shaped by experience and the level of responsibility within the role.

Schedule: Monday-Friday; occasional events or networking beyond standard hours

Hybrid: Available under firm policy

About Stevens Foster

Founded in 1988, Stevens Foster Financial Advisors is a long-standing, Bloomington-based RIA serving executives and high-net-worth families across the Twin Cities. For more than 35 years, we've delivered an integrated approach to planning, tax strategy, and investment management. Our reputation is built on clarity, consistency, and enduring client relationships--and we continue to grow with intention and care.

Apply Today

Submit your application directly through this posting. Selected candidates will be contacted for next steps.

Stevens Foster Financial Advisors is an equal opportunity employer.