California Licensed Business Development Officer

Job Summary

A company is looking for a Business Development Officer for Wealth Advisory.

Key Responsibilities

• Promote, retain, and support clients of the wealth management solution
• Build relationships with Financial Consultants and Wealth Advisors to educate and support their clients
• Engage 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 (can be obtained under 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