Wealth Management Growth Architect (NH/MA)

RRC Solutions Group; New Hampshire; On-site; USD 150,000 - 300,000; Full time

Job summary

Our Client, a full‑service commercial bank, seeks a Wealth Management Business Development Officer in Southern New Hampshire and the North Shore of Massachusetts. The role focuses on sourcing wealth management opportunities, coordinating with lending, and leveraging COI networks to grow the client base.

The ideal candidate has a proven sales background, strong referral networks, and community involvement. A CFP or related licenses are helpful, with a potential total earnings of $150k–$300k+.

Qualifications

• Proven sales success in wealth management or financial services.
• Strong referral networks and community involvement.
• Experience partnering with internal teams to win new business.
• CFP, Trust experience or related licenses are helpful.

Responsibilities

• Prospect and develop new wealth management opportunities through the Commercial Lending Team and COIs.
• Self-source business via networking and community involvement in Southern NH and MA North Shore.
• Coordinate with Portfolio Managers, Trust Officers, and Financial Planning Professionals to educate prospects and onboard clients.

Skills

Sales

Networking

Business Development

Community involvement

Referral networks

Job description

Our Client, a full‑service commercial bank, seeks a Wealth Management Business Development Officer in Southern New Hampshire and the North Shore of Massachusetts. The role focuses on sourcing wealth management opportunities, coordinating with lending, and leveraging COI networks to grow the client base.

The ideal candidate has a proven sales background, strong referral networks, and community involvement. A CFP or related licenses are helpful, with a potential total earnings of $150k–$300k+.