Wealth Management Business Developer - NH & MA North Shore

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

Job summary

Our Client, a full-service commercial bank in Massachusetts serving New England, seeks a Wealth Management Business Development Officer (Commercial Financial Consultant). The ideal candidate is well connected in Southern NH and MA North Shore, and will work with the Commercial Lending Team to source new business from owners, nonprofits, attorneys and CPAs.

The role combines private client investment services and retirement/insurance solutions, acting as quarterback to bring the wealth

Qualifications

• Minimum 7–30+ years of financial sales experience.
• Strong community involvement and referral networks.
• Experience partnering with lending teams and SMEs.
• Willingness to self-source new business.

Responsibilities

• Prospect and develop new business referrals with COIs.
• Coordinate with Commercial Lending Team for opportunities.
• Educate prospects on wealth management value proposition.
• Onboard clients and transition to Relationship Manager.

Skills

Relationship building

Networking

Business development

Communication

Education

CFP certification

Trust experience

Job description

Our Client, a full-service commercial bank in Massachusetts serving New England, seeks a Wealth Management Business Development Officer (Commercial Financial Consultant). The ideal candidate is well connected in Southern NH and MA North Shore, and will work with the Commercial Lending Team to source new business from owners, nonprofits, attorneys and CPAs.

The role combines private client investment services and retirement/insurance solutions, acting as quarterback to bring the wealth