California Licensed Business Development Officer
VirtualVocationsAppleton, Wisconsin, United Statesjob_description.job_card.30_days_ago
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A company is looking for a Business Development Officer for Wealth Advisory.
Key Responsibilities
Promote and retain clients of the wealth management solution
Build relationships with Financial Consultants and Wealth Advisors, providing education and support
Engage with potential investors and internal partners to meet client needs
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
CFP designation or MBA equivalent preferred
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Development Officer • Appleton, Wisconsin, United States
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