Commercial Financial Consultant

Rockland Trust; Peabody (MA); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health insurance

401(k) plan

Paid vacation

Tuition assistance

Wellness program

Job summary

Rockland Trust is seeking a Commercial Financial Consultant to help expand the Investment Management Group (IMG) brand and deepen client relationships while driving assets under management growth.

You will develop and execute strategic sales and marketing initiatives with Commercial Banking partners to deliver tailored wealth management solutions for business owners, high-net-worth families, nonprofits, and retirement plans.

Qualifications

• Five (5) years of successful sales, business development, wealth management, or financial services experience.
• CFP designation or progress toward certification highly preferred.
• Experience serving business owners and delivering comprehensive financial strategies.
• Strong communication and relationship-building skills are essential.

Responsibilities

• Develop and execute strategic sales and marketing initiatives to enhance the IMG brand and drive growth in assets under management.
• Partner with Commercial Banking teams to identify opportunities within existing client and prospect relationships.
• Build and maintain strong referral networks with accountants, attorneys, and other professional advisors.
• Deliver consultative wealth management solutions tailored to business owners, executives, and high-net-worth individuals.
• Foster trusted relationships that result in long-term client engagement and referral growth.
• Represent IMG in the marketplace through networking, community involvement, and targeted business development activities.

Skills

Relationship building

Communication

Business development

Time management

Education

CFP designation in progress

Job description

Rockland Trust is a full‑service commercial bank and financial services company committed to helping our neighbors reach their financial goals. Founded in 1907 and headquartered in Massachusetts, we proudly serve individuals, families, and businesses throughout New England with a strong emphasis on personal relationships, local decision‑making, and community impact.

With a broad range of banking, wealth management, and investment solutions, Rockland Trust combines the resources of a growing financial institution with the personalized service of a community bank. Our long‑standing philosophy—Where Each Relationship Matters—guides how we work with our customers, colleagues, and communities every day.

At Rockland Trust, our employees are at the heart of our success. We foster a collaborative, inclusive, and values‑driven culture that encourages professional growth, innovation, and work‑life balance. We are deeply committed to community involvement, financial education, and creating a workplace where individuals can build meaningful, long‑term careers.

The Commercial Financial Consultant plays a key role in expanding the Investment Management Group (IMG) brand, deepening client relationships, and driving assets under management (AUM) growth. This individual will develop and execute strategic sales and marketing initiatives that create meaningful engagement with commercial clients, prospects, and trusted advisors.

Working closely with Commercial Banking partners, the consultant will identify opportunities within existing client relationships and prospect portfolios, delivering tailored wealth management solutions designed to meet the complex financial needs of business owners, high net worth families, non‑profits, and corporate retirement plans. Externally, this individual will cultivate and strengthen relationships with accountants, attorneys, and other key centers of influence to generate referral opportunities and expand IMG's presence in the market.

Success in this role requires exceptional relationship‑building skills, a consultative approach, and the ability to establish credibility and trust with both internal partners and external referral sources.

Key Responsibilities

• Develop and execute strategic sales and marketing initiatives to enhance the IMG brand and drive growth in assets under management.
• Partner with Commercial Banking teams to identify opportunities within existing client and prospect relationships.
• Build and maintain strong referral networks with accountants, attorneys, and other professional advisors.
• Deliver consultative wealth management solutions tailored to the unique needs of business owners, executives, and high‑net‑worth individuals.
• Foster trusted relationships that result in long‑term client engagement and referral growth.
• Represent IMG in the marketplace through networking, community involvement, and targeted business development activities.

Preferred Qualifications

• Proven ability to build strong relationships and influence clients, partners, and centers of influence through a consultative approach.
• Exceptional verbal, written, and presentation communication skills.
• Highly organized with strong time management and business development planning capabilities.
• Self‑motivated professional with the ability to work independently while collaborating effectively across teams.
• Demonstrated success executing disciplined, multi‑faceted sales and marketing strategies.
• Energetic, entrepreneurial, and relationship‑driven professional with a passion for wealth management and client success.
• Minimum of five (5) years of successful sales, business development, wealth management, or financial services experience.
• CFP designation or progress toward certification highly preferred.
• Working knowledge of wealth management, investment advisory services, financial planning, fiduciary services, and insurance solutions.
• Experience serving business owners and delivering comprehensive financial strategies tailored to their unique needs preferred.

Benefits & Culture

Our goal is to offer our colleagues the most generous benefits package possible. We provide a comprehensive suite of benefits designed to support your health, financial security, and overall, well‑being. Benefits include:

• competitive compensation with performance‑based incentive awards
• health and dental insurance
• a 401(k) and DC retirement plan
• LTD and life insurance
• paid vacation
• day care reimbursement
• tuition assistance for undergraduate and graduate programs
• an award‑winning wellness program
• and much more!

At Rockland Trust, you'll find a respectful and inclusive environment where everyone has the opportunity to succeed. We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Pay Transparency

Compensation for this role will be based on a variety of factors, including skills, experience, education, and internal equity. The salary range posted reflects the company's good‑faith estimate of the range for this position at the time of posting. Actual compensation may vary. In addition to base salary, certain positions may be eligible for additional compensation, including commissions, incentive awards or stipends.

Accessibility & Accommodations

We are committed to providing reasonable accommodations to enable individuals with disabilities to perform the essential functions of their roles.