California Licensed Business Development OfficerVirtualVocations • Burlington, Vermont, United States
California Licensed Business Development Officer
VirtualVocations • Burlington, Vermont, United States
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A company is looking for a Business Development Officer for Wealth Advisory services.
Key Responsibilities
Promote, retain, and support clients of the wealth management solution
Build relationships with Financial Consultants and Wealth Advisors to provide education and support
Engage with potential investors and internal partners to meet investor needs with best-in-class services
Required Qualifications
Bachelor's degree
Active and valid FINRA Series 7 & 66 licenses
10 years of experience in business development and relationship management
10 years of experience in wealth management, including financial and investment planning
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