Business Development Officer - Florida United States - 44918

JOB DESCRIPTION

WHY IS THIS A GREAT OPPORTUNITY?

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Positions are available in Los Angeles, Newport Beach, San Diego, Chicago, Atlanta, and multiple locations in Florida.

JOB DESCRIPTION

Business Development Officer

Multiple Locations

5mm-75mm+ level clientele

 

Top Tier National Wealth Management Firm seeks key Business Development Officers in multiple locations to penetrate the local market.

 

• Build and utilize a personal referral network of attorneys, accountants, bankers, etc. to discover and onboard prospects. Firm has established resources in place (ex. Suites at local sports teams) to assist candidate with developing a network of referral sources
• Partner with Relationship Managers and Trust and Investment Advisors to develop and deepen client relationships by identifying wealth planning needs and effectively communicating firm's services
• Lead and participate in presentations, conferences, and seminars to develop and present firm's capabilities to prospective clients

 

The firm provides integrated wealth management, investment advisory, and trust services for affluent individuals and multi-generational families, with a long stable track record of success and strong name recognition.

 

The opportunity is ideal for a natural networker seeking to capitalize on their network with significant financial upside.

 

QUALIFICATIONS

The ideal candidate will have a deep rolodex of centers of influence (COI's) in the high net worth accounting, law firm, or broker-dealer space, in addition to 6+ years successful track record of new business development.

Education:
University - Bachelor's Degree/3-4 Year Degree