California Licensed Business Development Officer

Job Summary

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

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 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 (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
• Understanding of traditional investment styles and vehicles