Wealth Management Growth Partner - NH & MA North Shore

Pernini Legal, Inc.; New Hampshire; On-site; USD 150,000 - 300,000; Full time

Job summary

Our client bank is seeking a Wealth Management Business Development Officer (Commercial Financial Consultant) who is well connected in Southern NH (Salem, Nashua & surrounding area) and the MA North Shore region. You will work with the Commercial Lending Team to develop new business referrals from business owners, non-profits, and COIs, while self-sourcing through networking and community involvement.

The role is a quarterback for bringing the bank’s wealth management capabilities to market,

Qualifications

• Proven sales success in wealth management or financial services.
• Strong referral network and community presence.
• Experience collaborating with lending, planning, and insurance professionals.

Responsibilities

• Develop new business referrals through networking and COIs.
• Partner with Commercial Lending Team to source deals from business owners and nonprofits.
• Coordinate with internal SMEs to educate prospects and onboard clients.
• Represent wealth management value proposition in target Southern NH and MA North Shore markets.

Skills

Sales experience

Networking

Community involvement

Relationship building

Education

CFP certification

Trust experience

Job description

Our client bank is seeking a Wealth Management Business Development Officer (Commercial Financial Consultant) who is well connected in Southern NH (Salem, Nashua & surrounding area) and the MA North Shore region. You will work with the Commercial Lending Team to develop new business referrals from business owners, non-profits, and COIs, while self-sourcing through networking and community involvement.

The role is a quarterback for bringing the bank’s wealth management capabilities to market,