Wealth Management Growth Partner - NH & MA North Shore

Client Growth Resources, Inc; New Hampshire; On-site; USD 150,000 - 300,000; Full time

Job summary

Client Growth Resources, Inc is seeking a Wealth Management Business Development Officer (Commercial Financial Consultant) to drive new business in Southern New Hampshire and MA North Shore. You will coordinate with the Commercial Lending Team to source referrals from business owners, nonprofits, attorneys, CPAs, and other COIs, while networking to expand the client base.

The role emphasizes bringing the bank's wealth management value proposition to market, coordinating internal specialists, and

Qualifications

• Demonstrated success in sales for wealth management or financial services.
• Strong referral networks and community involvement.
• Ability to coordinate across internal SMEs to educate prospects.

Responsibilities

• Prospect and develop new business referrals through networking in Southern NH and MA North Shore.
• Collaborate with Commercial Lending Team and internal specialists to deliver wealth management solutions.
• Self-source new business and manage ongoing client relationships after onboarding.

Skills

Sales experience

Networking

Referral development

Relationship building

Education

CFP certification

Trust experience

Job description

Client Growth Resources, Inc is seeking a Wealth Management Business Development Officer (Commercial Financial Consultant) to drive new business in Southern New Hampshire and MA North Shore. You will coordinate with the Commercial Lending Team to source referrals from business owners, nonprofits, attorneys, CPAs, and other COIs, while networking to expand the client base.

The role emphasizes bringing the bank's wealth management value proposition to market, coordinating internal specialists, and