Wealth Growth Architect | Southern NH & MA North Shore

Ashton North LLC; New Hampshire; On-site; USD 150,000 - 300,000; Full time

Job summary

Our Client Bank is actively seeking a Wealth Management Business Development Officer to drive new business through established referral networks across Southern NH and MA North Shore communities. The role involves coordinating with Commercial Lending to source opportunities, educate prospects, and bring wealth management solutions to market.

The successful candidate will leverage a deep network, prior sales success, and relevant licenses to quarterback the client journey from prospecting to

Qualifications

• 7–30+ years of experience in wealth management or financial services.
• Proven sales success and active community involvement.
• Excellent networking and referral development skills.

Responsibilities

• Prospect and develop new business referrals through proximity networks.
• Self-source new business via networking and community involvement.
• Coordinate with internal SMEs to educate and onboard clients.
• Onboard clients and transition to Relationship Managers for ongoing management.

Skills

Sales & networking

Referral development

Relationship building

Team collaboration

Education

CFP designation or equivalent licenses

Job description

Our Client Bank is actively seeking a Wealth Management Business Development Officer to drive new business through established referral networks across Southern NH and MA North Shore communities. The role involves coordinating with Commercial Lending to source opportunities, educate prospects, and bring wealth management solutions to market.

The successful candidate will leverage a deep network, prior sales success, and relevant licenses to quarterback the client journey from prospecting to