Canopy Financial Planning LLC.

10/29/2025

Hello, we are currently Hiring for Business Development Manager – Financial Services
📌 Business Development Manager – Financial Services
Location: Remote Option
Employment Type: Full-Time
Compensation: Base Salary + Performance Incentives + Bonus Potential

About Us
Building Wealth Software Inc. is a financial technology platform firm focused on helping investors access smarter financial solutions. Our mission is to combine innovative technology, professional financial guidance, and institutional-grade investment opportunities to deliver lasting value.
We are expanding rapidly and seeking a Business Development Manager (BDM) who can bridge the worlds of fintech, investment advisory, and hedge fund marketing. This role is ideal for someone who thrives at the intersection of sales, partnerships, and financial services distribution.

Key Responsibilities
• Business Development Strategy: Create and execute growth strategies for both the financial app user base and institutional partnerships.
• Advisor Recruitment: Identify, engage, and onboard Investment Advisor Representatives (IARs) and financial advisors to grow our platform’s network.
• Capital Raising & Hedge Fund Marketing: Build relationships with high-net-worth individuals, family offices, and institutions to increase awareness and capital inflows for our hedge fund products.
• Market Research: Monitor trends in fintech, wealth management, and alternative investments to identify opportunities.
• Relationship Management: Build and nurture long-term partnerships with advisors, investors, and financial institutions.
• Presentations & Roadshows: Represent the firm at industry events, conferences, and webinars to promote our platform and funds.
• Pipeline Management: Maintain accurate CRM records, track leads, and report progress toward growth goals.

Qualifications
• Bachelor’s degree in Finance, Business, Economics, or related field (Series 65/7/63 licenses preferred or willingness to obtain).
• 5+ years of experience in business development, institutional sales, or advisor recruitment within financial services.
• Knowledge of RIA/IAR distribution, hedge funds, private placements, or alternative investments.
• Proven success in app development and distribution, capital fundraising, or advisor engagement.
• Strong communication and presentation skills with ability to explain complex financial products.
• Existing advisor and/or investor network highly preferred.
• Self-starter with entrepreneurial mindset and ability to work independently VERY IMPORTANT.

What We Offer
• Competitive salary + commission/bonus structure tied to advisor recruitment and assets raised. Ownership possible.
• Opportunity to play a leading role in a growing fintech + asset management firm.
• Collaborative team with deep experience in hedge funds, private markets, and financial technology.
• Access to cutting-edge investment platforms, technology, and training resources.

How to Apply
Send your resume and cover letter to [email protected]. In your cover letter, highlight:
1. Your experience developing financial apps, recruiting advisors or raising capital.
2. Your network within the investment advisory or hedge fund space.
3. An example of a successful growth initiative you led in financial services.

Send a message to learn more

10/27/2025

We are currently hiring Investment Advisor Reps. If you know of anyone with experience in investment advice, or an insurance agent or attorney or other professional who would like to add asset management to their businesses, please let me know.
The following is the job description:
www.themagfp.com

Investment Advisor Representative (IAR)

Job Description
Duties:
· The IAR will be responsible to soliciting financial planning clients. The IAR will gather, in detail, the client's current financial position including assets, liabilities, cash management, employee benefits, insurance, estate plan and other detailed factors pertaining to client's financial position, individual goals and future objectives, as outlined in our Personal Information Form.
IAR will present the comprehensive financial plan to the client for their approval. IAR will present to the client an annual comprehensive financial plan update, in writing, as necessary in relation to conditions existing at the time of each annual review. IAR will answer client questions during the year via email or phone.

Knowledge & Experience:
· College degree is preferred. Financial services or sales experience of 5+ years is preferred.
· Licensure will include Series 65. Additional recognition such as MBA, CFP®, CFA or other approved designation is preferred.
· Identified representative will show strong sales and customer relationship experience, a full understanding of retirement and retirement income planning, full adherence to FINRA/DOL fiduciary standards (including delivery of service against those standards) and will be dedicated to delivering an outstanding customer experience with every customer interaction.
· Willingness to share best practices, strong work ethic, combination of inbound and outbound calling experience and leadership traits are expected.
· Maintains and applies expertise in insurance, securities, investments, and related areas in order to provide direction, instruction and guidance to service clients.

Critical Skills
· Customer Focused: Passionate drive to help our customers and offer unique solutions that deliver on their expectations.
· Critical Thinking: Thoughtful process of analyzing data and problem-solving data to reach a well-reasoned solution.
· Team Mentality: Partnering effectively to drive our culture and execute on our common goals.
· Business Acumen: Appreciation and understanding of the financial services industry in order to make sound business decisions.
· Learning Agility: Openness to new ways of thinking and acquiring new skills to retain a competitive advantage.

Magnolia Financial Planning has been a trusted name in financial guidance since its founding in 1998 by CEO Robby T. Bryant, CFP, CEA. With a commitment to personalized financial strategies, we help individuals, families, and businesses navigate wealth management, retirement planning, and investment...

10/27/2025

We are currently hiring a business development manager. If you know of anyone with experience developing and promoting apps and financial businesses, please let me know.
The following is the job description:


Business Development Manager – Financial Services
Location: Remote Option
Employment Type: Full-Time
Compensation: Base Salary + Performance Incentives + Bonus Potential

About Us
We are a financial technology platform firm focused on helping investors access smarter financial solutions. Our mission is to combine innovative technology, professional financial guidance, and institutional-grade investment opportunities to deliver lasting value.
We are expanding rapidly and seeking a Business Development Manager (BDM) who can bridge the worlds of fintech, investment advisory, and hedge fund marketing. This role is ideal for someone who thrives at the intersection of sales, partnerships, and financial services distribution.

Key Responsibilities
• Business Development Strategy: Create and execute growth strategies for both the financial app user base and institutional partnerships.
• Advisor Recruitment: Identify, engage, and onboard Investment Advisor Representatives (IARs) and financial advisors to grow our platform’s network.
• Capital Raising & Hedge Fund Marketing: Build relationships with high-net-worth individuals, family offices, and institutions to increase awareness and capital inflows for our hedge fund products.
• Market Research: Monitor trends in fintech, wealth management, and alternative investments to identify opportunities.
• Relationship Management: Build and nurture long-term partnerships with advisors, investors, and financial institutions.
• Presentations & Roadshows: Represent the firm at industry events, conferences, and webinars to promote our platform and funds.
• Pipeline Management: Maintain accurate CRM records, track leads, and report progress toward growth goals.

Qualifications
• Bachelor’s degree in Finance, Business, Economics, or related field (Series 65/7/63 licenses preferred or willingness to obtain).
• 5+ years of experience in business development, institutional sales, or advisor recruitment within financial services.
• Knowledge of RIA/IAR distribution, hedge funds, private placements, or alternative investments.
• Proven success in app development and distribution, capital fundraising, or advisor engagement.
• Strong communication and presentation skills with ability to explain complex financial products.
• Existing advisor and/or investor network highly preferred.
• Self-starter with entrepreneurial mindset and ability to work independently VERY IMPORTANT.

What We Offer
• Competitive salary + commission/bonus structure tied to advisor recruitment and assets raised. Ownership possible.
• Opportunity to play a leading role in a growing fintech + asset management firm.
• Collaborative team with deep experience in hedge funds, private markets, and financial technology.
• Access to cutting-edge investment platforms, technology, and training resources.

How to Apply
Send your resume and cover letter to [email protected]. In your cover letter, highlight:
1. Your experience developing financial apps, recruiting advisors or raising capital.
2. Your network within the investment advisory or hedge fund space.
3. An example of a successful growth initiative you led in financial services.

10/07/2025

PLAN FOR YOUR FUTURE!!!!
At Canopy, we provide comprehensive financial planning services that clients don’t get anywhere else. Other firms just provide investment advice, not retirement, tax, insurance and estate planning all together in a plan.
Pt.2 Retirement Planning
Contact us at [email protected]

09/16/2025

PLAN FOR YOUR FUTURE!!!!
At Canopy, we provide comprehensive financial planning services that clients don’t get anywhere else. Other firms just provide investment advice, not retirement, tax, insurance and estate planning all together in a plan.
Pt.1 Investment Planning

Contact us at [email protected]

09/09/2025

https://finance.yahoo.com/news/stagflation-jitters-grow-after-steepest-jobs-downgrade-in-decades-181031244.html

Stagflation is what we had in the 70s when inflation was high and the economy was slow. In other words, inflation causing a stagnant economy.
We saw some fears in Wall Street traders today that our economy may be slipping into a similar situation with the growth in the number jobs showing as slower and inflation remaining high.
This may cause the Federal Reserve to be hesitant to lower interest rates.

A big government jobs revision underscored a slowing US labor market, stoking fears of stagflation.

09/05/2025

Learn how to protect your finance

Stock Market Today: The Dow Jones index fell Friday after a weak August jobs report. Nvidia stock sold off, while Tesla rallied.

09/05/2025

https://www.investors.com/market-trend/stock-market-today/dow-jones-sp500-nasdaq-jobs-report-lululemon-stock-lulu-2/

Welome to Canopy! We would like to do some economic commentary for our page. The above link is an article from Investor’s Business Daily, which is one of the many sites that we read to help develop our clients’ investment portfolios and comprehensive financial plans.
They give a basic summary of the day's economic news, which we like to delve into a little bit deeper. Keep in mind that news articles are written to sell newspapers or ads on the Internet ,so they tend to be overly dramatic and biased of course. Like in this one where the title says that the stock market slides, but it's actually only down a fraction of a percent, which is normal.
Their main story is that the Treasury Secretary for the White House is going to review the Federal Reserve’s functions. The Federal Reserve is a separate part of the government that controls interest rates. And the latest big debate is how independent they should be from the rest of the federal government. The general idea has been that the Federal Reserve should set interest rates based on the economy, not what the politicians want, because politicians from all parties of course want a booming economy to make themselves look good, even though that can often lead to high inflation and difficult times long term. This is all part of the continuing battle in governments over power for each branch. But it does have effects on the economy, which we track for our clients all day every day.

Stock Market Today: The Dow Jones index fell Friday after a weak August jobs report. Nvidia stock sold off, while Tesla rallied.

08/29/2025

To learn more visit www.canopyfp.com Planning for your future is a must.

12/04/2024

We are here to secure your future. Www.canopyfp.com