Wealth Growth Executive – Southern NH & MA North Shore

Clear Concepts, Inc.; New Hampshire; Presencial; USD 150.000 - 300.000; Jornada completa

Descripción de la vacante

Clear Concepts, Inc. in New England seeks a Wealth Management Business Development Officer to drive growth in Southern NH and MA North Shore. This quarterback role connects wealth management with lending and advisory teams to expand client relationships.

You will source new business, develop referral networks with attorneys and CPAs, and coordinate internal specialists to educate prospects. Onboarded clients are handed to a Relationship Manager for ongoing service.

Formación

• Proven sales success with multi-year experience in wealth management or financial services.
• Strong referral networks and active community involvement.
• Willing to self-source new business and network with professionals.

Responsabilidades

• Prospect and develop new business referrals with Commercial Lending Team.
• Source business through networking and community involvement.
• Coordinate internal SMEs to educate prospects and onboard clients.
• Transition onboarded clients to Relationship Manager for day-to-day service.

Conocimientos

Sales experience

Networking

Referral networks

Relationship building

Team collaboration

Educación

CFP certification

Trust experience

Financial licenses

Descripción del empleo

Clear Concepts, Inc. in New England seeks a Wealth Management Business Development Officer to drive growth in Southern NH and MA North Shore. This quarterback role connects wealth management with lending and advisory teams to expand client relationships.

You will source new business, develop referral networks with attorneys and CPAs, and coordinate internal specialists to educate prospects. Onboarded clients are handed to a Relationship Manager for ongoing service.