Wealth Growth Partner - Southern NH & MA North Shore

Tom Trese Networking LLC; New Hampshire; On-site; USD 150,000 - 300,000; Full time

Job summary

Our Client, a full-service bank headquartered in Massachusetts, seeks a Wealth Management Business Development Officer (Commercial Financial Consultant) in Southern NH and MA North Shore. You will source and develop new business referrals, collaborating with the Commercial Lending Team and internal SMEs to present comprehensive wealth management solutions.

The role emphasizes networking, community involvement, and a proven sales background, with the potential for substantial earnings based on

Qualifications

• Experience selling financial services to business clients.
• Strong referral networks in Southern NH and MA North Shore.
• Outgoing team player with ability to partner with lenders and other professionals.

Responsibilities

• Prospect and develop new business referrals with COIs and clients.
• Self-source new business through local networking and community involvement.
• Collaborate with the Commercial Lending Team to coordinate leads.
• Educate prospects on wealth management services and coordination with internal SMEs.
• Assist onboarding; ensure a smooth transition to the Relationship Manager.

Skills

Networking

Business development

Sales

Relationship building

Community involvement

Education

CFP certification

Job description

Our Client, a full-service bank headquartered in Massachusetts, seeks a Wealth Management Business Development Officer (Commercial Financial Consultant) in Southern NH and MA North Shore. You will source and develop new business referrals, collaborating with the Commercial Lending Team and internal SMEs to present comprehensive wealth management solutions.

The role emphasizes networking, community involvement, and a proven sales background, with the potential for substantial earnings based on