Commercial Wealth Advisor for Business Owners

Rockland Trust; Salem (NH); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

401(k) plan

Long-term disability insurance

Life insurance

Paid vacation

Tuition assistance

Wellness program

Job summary

Rockland Trust seeks a Commercial Financial Consultant to expand the Investment Management Group (IMG) brand and deepen client relationships in the New England market.

You will collaborate with Commercial Banking partners to deliver tailored wealth management solutions for business owners, high-net-worth families, and nonprofits, while cultivating referral networks to grow AUM and market presence.

Qualifications

• Proven ability to build relationships and influence clients and referral sources.

Responsibilities

• Develop and execute strategic sales and marketing initiatives to grow the IMG brand and AUM.
• Partner with Commercial Banking teams to identify opportunities within client and prospect relationships.
• Build and maintain referral networks with accountants, attorneys, and professional advisors.
• Deliver wealth management solutions tailored to business owners, executives, and high-net-worth individuals.
• Foster relationships that drive long-term client engagement and referrals.
• Represent IMG in the marketplace through networking and community involvement.

Skills

Relationship building

Consultative selling

Communication skills

Time management

Business development

Networking

Education

CFP designation (preferred)

Job description

Rockland Trust seeks a Commercial Financial Consultant to expand the Investment Management Group (IMG) brand and deepen client relationships in the New England market.

You will collaborate with Commercial Banking partners to deliver tailored wealth management solutions for business owners, high-net-worth families, and nonprofits, while cultivating referral networks to grow AUM and market presence.