Wealth Management Growth Partner - NH & MA North Shore

KOB Solutions, Inc.; New Hampshire; On-site; USD 150,000 - 300,000; Full time

Job summary

Our Client, a full‑service commercial bank headquartered in Massachusetts, seeks a Wealth Management Business Development Officer (Commercial Financial Consultant) to capitalize on Southern NH and MA North Shore markets. You’ll partner with the Commercial Lending Team to source referrals from business owners, nonprofits, attorneys, and CPAs, while self-sourcing through networking.

The role coordinates with Investment Group specialists to educate prospects and onboard clients, with a compensation

Qualifications

• Proven sales success in financial services.
• Extensive local referral network in Southern NH and MA North Shore.
• Experience in wealth management or related roles is preferred.

Responsibilities

• Prospect and develop new business referrals for the Wealth Management team.
• Self-source business through networking and community involvement.
• Coordinate with internal SMEs (Portfolio Managers, Trust Officers, Financial Planners) to educate prospects.

Skills

Sales experience

Referral networks

Community involvement

Education

CFP license / Trust experience

Job description

Our Client, a full‑service commercial bank headquartered in Massachusetts, seeks a Wealth Management Business Development Officer (Commercial Financial Consultant) to capitalize on Southern NH and MA North Shore markets. You’ll partner with the Commercial Lending Team to source referrals from business owners, nonprofits, attorneys, and CPAs, while self-sourcing through networking.

The role coordinates with Investment Group specialists to educate prospects and onboard clients, with a compensation