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FINRA Licensed Business Development Officer

FINRA Licensed Business Development Officer

VirtualVocationsAppleton, Wisconsin, United States
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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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Development Officer • Appleton, Wisconsin, United States

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