California Licensed Business Development Officer

Job Summary

A company is looking for a Business Development Officer for its Wealth Advisory division in the West.

Key Responsibilities

• Promote and retain clients of the wealth management solution while building relationships with Financial Consultants and Wealth Advisors
• Educate and support clients and investors regarding the wealth advisory offerings
• Engage with potential investors, internal partners, and clients to meet their needs with best-in-class services

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