Wealth Management Business Development Pro

MedTeam Staffing Inc.; New Hampshire; On-site; USD 150,000 - 300,000; Full time

Job summary

Confidential Bank in Massachusetts seeks a Wealth Management Business Development Officer (Commercial Financial Consultant) to drive growth in Southern NH and MA North Shore. You will collaborate with the Commercial Lending Team to generate referrals from owners, non-profits, attorneys and CPAs, while also self-sourcing through networking and community engagement.

The ideal candidate has proven sales success, is outgoing, well-connected, and a team player who can coordinate with internal SMEs to

Qualifications

• Minimum of 7–30+ years of experience in wealth management or related field.
• CFP, Trust experience or other relevant licenses would be helpful.
• Outgoing, well-connected in Southern NH and MA North Shore with strong referral networks.

Responsibilities

• Prospect and develop new business referrals with Commercial Lending Team for owners, Non-Profits, attorneys, CPAs and other COIs.
• Self-source business through networking and community involvement.

Skills

Sales experience

Networking

Referral networks

Team player

Education

CFP certification

Trust experience

Job description

Confidential Bank in Massachusetts seeks a Wealth Management Business Development Officer (Commercial Financial Consultant) to drive growth in Southern NH and MA North Shore. You will collaborate with the Commercial Lending Team to generate referrals from owners, non-profits, attorneys and CPAs, while also self-sourcing through networking and community engagement.

The ideal candidate has proven sales success, is outgoing, well-connected, and a team player who can coordinate with internal SMEs to