Wealth Management Growth Officer

Kingfisher Recruiting; New Hampshire; On-site; USD 150,000 - 300,000; Full time

Job summary

Our Client, a full-service commercial bank serving New England, seeks a Wealth Management Business Development Officer (Commercial Financial Consultant) to drive growth in Southern NH (Salem, Nashua and surrounding areas) and nearby MA North Shore communities.

You will partner with the Commercial Lending Team to identify prospective business owners, non-profits, and CPAs/attorneys, while self-sourcing opportunities through networking.

Qualifications

• Past proven sales success and strong referral network.
• Active involvement in the community.
• Team player who partners well with internal and external colleagues.

Responsibilities

• Prospect and develop new business referrals with Commercial Lending Team.
• Self-source new business through networking and community involvement.
• Coordinate with SMEs to educate and present Wealth Management value proposition to prospects.
• Onboard clients and transition to Relationship Manager for day-to-day management.

Skills

Sales experience

Networking

Relationship building

Community involvement

Education

CFP certification

Trust license

Job description

Our Client, a full-service commercial bank serving New England, seeks a Wealth Management Business Development Officer (Commercial Financial Consultant) to drive growth in Southern NH (Salem, Nashua and surrounding areas) and nearby MA North Shore communities.

You will partner with the Commercial Lending Team to identify prospective business owners, non-profits, and CPAs/attorneys, while self-sourcing opportunities through networking.