Wealth Management Business Developer - Southern NH & MA

Talent With Heart; New Hampshire; On-site; USD 150,000 - 300,000; Full time

Job summary

Talent With Heart is seeking a Wealth Management Business Development Officer (Commercial Financial Consultant) to expand the bank's wealth management services in Southern New Hampshire and nearby Massachusetts.

The role focuses on sourcing and converting prospects, partnering with lending, planning teams, and COIs (attorneys and CPAs) to bring in high-net-worth clients. A track record of sales success and community involvement is expected; CFP or related licenses are a plus.

Qualifications

• Proven ability to generate new business through personal and professional networks.
• Strong referral network with attorneys, CPAs, and business owners.
• Excellent communication and relationship-building skills.

Responsibilities

• Prospect and develop new business referrals with Commercial Lending partners.
• Self-source business through networking and community involvement.
• Coordinate with internal experts to deliver wealth management solutions.
• Engage COIs in Southern NH and MA North Shore to grow AUM.

Skills

Networking

Sales

Referral networks

Communication

Education

CFP certification

Job description

Talent With Heart is seeking a Wealth Management Business Development Officer (Commercial Financial Consultant) to expand the bank's wealth management services in Southern New Hampshire and nearby Massachusetts.

The role focuses on sourcing and converting prospects, partnering with lending, planning teams, and COIs (attorneys and CPAs) to bring in high-net-worth clients. A track record of sales success and community involvement is expected; CFP or related licenses are a plus.