Commercial Wealth Advisor for Business Owners

Rockland Trust; Lowell (MA); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Competitive compensation

Health & dental insurance

401(k) plan

Performance incentives

Tuition assistance

Wellness program

Job summary

Rockland Trust is seeking a Commercial Financial Consultant to expand the Investment Management Group brand and deepen client relationships in the Massachusetts-New England market. You will develop strategic sales and marketing plans to grow AUM and collaborate with Commercial Banking to leverage existing client relationships and prospects.

The role requires 5+ years in wealth management or financial services, excellent communication, and the ability to engage with business owners,

Qualifications

• Five+ years in sales, business development, wealth management, or financial services.
• Exceptional verbal and written communication.
• Strong ability to develop strategic client plans and referrals.

Responsibilities

• Develop and execute strategic sales and marketing initiatives to grow AUM.
• Collaborate with Commercial Banking to identify opportunities within client relationships.
• Build referral networks with accountants, attorneys, and advisors.
• Deliver tailored wealth management solutions for business owners and high-net-worth clients.
• Foster durable client relationships and drive long-term engagement and referrals.
• Represent IMG through networking and community involvement.

Skills

Relationship building

Sales & marketing

Client advisory

Strategic planning

Communication

Time management

Independent working

Education

CFP designation (or progress toward)

Job description

Rockland Trust is seeking a Commercial Financial Consultant to expand the Investment Management Group brand and deepen client relationships in the Massachusetts-New England market. You will develop strategic sales and marketing plans to grow AUM and collaborate with Commercial Banking to leverage existing client relationships and prospects.

The role requires 5+ years in wealth management or financial services, excellent communication, and the ability to engage with business owners,