Earned

The Retirement Plan Associate will engage potential clients through lead generation and set meetings with the Director of Client Development. This role involves nurturing leads, facilitating appointments, and closing leads based on clients' retirement plan solutions. | Candidates should have a bachelor's degree and at least 4 years of experience in retirement plan sales. A solid understanding of retirement plans and strong communication skills are essential. | About Earned Wealth Earned is a category-defining, first-in-kind 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. 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. Our offering is differentiated, superior and creates deep connections with our clients. What further sets Earned apart is our strategic growth model. We have secured an initial $200M commitment 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. Join us as we build the future of financial services for doctors—faster, smarter, and at scale. Job Summary The Retirement Plan Associate will be responsible for engaging potential clients through lead generation and setting meetings with our Director of Client Development, Retirement Plan Solutions (RPS). This person will help support lead nurturing, foster leads to held appointments, and facilitate the closing of leads. As a retirement plan professional, you will be an expert in conveying our value proposition and what it's like to work with us, always staging out the best outcome for the client. This person will be responsible for achieving a targeted number of appointments held for the Director of Client Development and closing certain leads based on the customer's current retirement plan solutions. It is important for this person to be a strong relationship builder as well as an ambassador for the company. The ideal candidate will desire to work in a team-oriented, tech-forward, comprehensive wealth management practice. Additionally, the ideal candidate will embrace technology, enjoy a collaborative environment, and hold in high regard serving clients in a fiduciary capacity. You will report directly to the Director of Client Development, RPS. Key Responsibilities Actively prospect and lead nurture to drive revenue goals by scheduling meetings with the Director of Client Development and closing customers, achieving a sales target consistently Ownership and accountability of the sales funnel from start to finish, using motivations to be successful as a key driver to success as opposed to being told what to do all the time Has knowledge of and experience with building best practices around lead flow, getting our clients from the top of our marketing funnel all the way to paying customers as efficiently as possible Provide expert sales support to Director of Client Development and Relationship Managers using your in-depth knowledge of the retirement plan industry and retirement/financial wellness capabilities and tools Respond to Director of Client Development and Relationship Managers inquiries related to client opportunities, retirement services, and recordkeeper capabilities Identify and act on new sales or client deepening opportunities during support engagements Assist with sales presentations, RFP responses, and strategic partnership opportunities Execute sales tactics aligned with firm and industry strategy; conduct proactive outreach using internal tools and resources Participate in prospect and client meetings to help close new retirement plan business or expand current client relationships Track all activities in CRM (Salesforce) tools and contribute to periodic business review meetings with relevant data and success stories Collaborate effectively with retirement and financial wellness program management teams; provide feedback to program management and communicate accurate program information to Advisors; provide feedback on program development initiatives, sales communications and marketing materials Engage in ongoing learning through sessions with recordkeepers and industry providers to grow knowledge and improve support effectiveness Key Requirements Bachelor’s degree in business or a related field 4+ years of experience in retirement plan sales supporting institutional clients and/or Financial Advisors Solid understanding of retirement plans, including 401(k)/403(b), as well as good understanding of retirement consulting services, recordkeeping and other services providers. Familiarity with investment products such as mutual funds, CITs, and separate accounts. Strong knowledge of ERISA, fiduciary standards, and regulatory compliance in the retirement industry Strong communication skills, both written and verbal, with excellent problem-solving abilities; persuasive presentation skills Series 65 required CRPS or similar industry designation preferred Strategic thinker able to understand and prioritize client needs and committed to driving value for clients and effectively managing client expectations Curious and passionate; strive for constant improvement Benefits An attractive total compensation package Employer-sponsored health insurance (medical, dental, vision) 401k + 5% match

The Client Development Associate will engage potential clients through lead generation and set meetings with the Director of Client Development. This role involves nurturing leads and facilitating the closing of leads to achieve targeted sales goals. | Candidates should have a Bachelor's Degree and at least 3 years of experience in business development at a Fintech company or RIA. They must be self-starters with excellent communication skills and a willingness to be available for clients. | About Earned Wealth Earned is a category-defining, first-in-kind 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. 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. Our offering is differentiated, superior and creates deep connections with our clients. What further sets Earned apart is our strategic growth model. We have secured an initial $200M commitment 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. Join us as we build the future of financial services for doctors—faster, smarter, and at scale. Job Summary The Client Development Associate will be responsible for engaging potential clients through lead generation and setting meetings with our Director of Client Development. This person will help support lead nurturing, foster leads to held appointments, and facilitate the closing of leads. As a client development professional, you will be an expert in conveying our value proposition and what it's like to work with us, always staging out the best outcome for the customer. This person will be responsible for achieving a targeted number of held appointments for the Director of Client Development and closing certain leads based on the customer's current assets and life cycle. It is important for this person to be a strong relationship builder as well as an ambassador for the company. The ideal candidate will desire to work in a team-oriented, tech-forward, comprehensive wealth management practice. Additionally, the ideal candidate will embrace technology, enjoy a collaborative environment, and hold in high regard serving clients in a fiduciary capacity. You will report directly to the Director of Client Development. Key Responsibilities The Client Development Associate role is critical for the Company and our continued growth trajectory. Actively prospect and lead nurture to drive revenue goals by scheduling meetings with the Director of Client Development and closing customers, achieving a sales target consistently Ownership and accountability of the sales funnel from start to finish, using motivation to be successful as a key driver to success as opposed to being told what to do all the time Has knowledge of and experience with building best practices around lead flow, getting our clients from the top of our marketing funnel all the way to paying customers as efficiently as possible Build scalable best practices for the New Business Development team, using your own playbook to help build a best-in-class function for lead flow from the top of the marketing funnel all the way to bringing on new clients Key Requirements Bachelor’s Degree 3+ years of experience in business development at a Fintech company or RIA Must be a credible and trustworthy business-minded person who stays up to date with market trends and is relationship oriented. Should be able to recognize, pursue and seize opportunities without being told to do so while also diagnosing current issues with the same mentality Willingness to be available when clients are Self-starter, productive, works well with a team and independently, as this is a fully remote role Excellent written and verbal communication skills Knowledge of CRM (e.g, Salesforce and Hubspot) is a plus Series 65 licensed (or become licensed in first 60 days of employment) Some travel may be required Key Attributes You have sales integrity and value working for a true fiduciary. As a guiding professional value, never sell products because they yield the highest commission but because they are the best fit for the customer. You have a quantitative sales mind, using a data-driven approach to pull key learnings and drive strategy. You are highly collaborative and agile. Can work well within a group and comfortable with change. You are driven by a growth mindset but with a laser focus on how to best serve our customers, not what yields the highest advisory fee. You must thrive in a collaborative, start-up environment, utilizing expert knowledge in the space to elevate every function and colleague. You possess the hunger, drive, and resiliency to join an early-stage company in a competitive space. Benefits An attractive total compensation package Employer-sponsored health insurance (medical, dental, vision) 401k + 5% match