Wealth Management Growth Officer – NH & MA North Shore

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

Job summary

Our Client Bank in the New England region is seeking a Wealth Management Business Development Officer (Commercial Financial Consultant). The successful candidate will leverage a strong Southern NH and MA North Shore network to source and develop new wealth management clients, coordinating with internal teams to deliver comprehensive financial solutions.

We expect a minimum of 7+ years in wealth management sales, with CFP certification or similar licenses being helpful.

Qualifications

• Minimum 7+ years of sales or wealth management experience.
• Strong local referral network in Southern NH and MA North Shore.
• CFP certification and/or trust experience helpful.
• Ability to coordinate with internal SMEs to educate prospects.

Responsibilities

• Prospect and develop new wealth management clients.
• Self-source business through networking and community involvement.
• Collaborate with Commercial Lending Team for referrals to business owners, nonprofits and COIs.
• Coordinate internal specialists to deliver bank wealth management solutions.

Education

CFP certification

Job description

Our Client Bank in the New England region is seeking a Wealth Management Business Development Officer (Commercial Financial Consultant). The successful candidate will leverage a strong Southern NH and MA North Shore network to source and develop new wealth management clients, coordinating with internal teams to deliver comprehensive financial solutions.

We expect a minimum of 7+ years in wealth management sales, with CFP certification or similar licenses being helpful.