California Licensed Business Development Officer

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