FINRA Licensed Business Development Officer
VirtualVocationsIndependence, Missouri, United Statesjob_description.job_card.30_days_ago
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A company is looking for a Business Development Officer for its Wealth Advisory division.
Key Responsibilities
Promote, retain, and enhance client relationships for the wealth management solution
Build trusting relationships with Financial Consultants and Wealth Advisors, providing education and support
Engage with potential investors and internal partners to meet clients' wealth management needs
Required Qualifications
Bachelor's degree
Active and valid FINRA Series 7 & 66 licenses (may be obtained under a condition of employment)
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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