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California Licensed Business Development Officer
California Licensed Business Development OfficerVirtualVocations • Independence, Missouri, United States
California Licensed Business Development Officer

California Licensed Business Development Officer

VirtualVocations • Independence, Missouri, United States
Hace más de 30 días
Tipo de contrato
  • A tiempo completo
Descripción del trabajo

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

Key Responsibilities

Promote, retain, and support clients of the wealth management solution

Build relationships with Financial Consultants and Wealth Advisors to provide education and support

Engage with 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

10 years of experience in business development and relationship management

10 years of experience in wealth management, including financial and investment planning

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Development Officer • Independence, Missouri, United States

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