Senior Wealth BD Principal - Bay Area GrowthClaire Myers Consulting • San Francisco, CA, US
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Senior Wealth BD Principal - Bay Area Growth
Claire Myers Consulting • San Francisco, CA, US
3 days ago
Job type
- Full-time
Job description
A leading financial advisory firm in California is seeking a Business Development Principal to source and convert high-net-worth individuals into long-term clients. Candidates should possess strong consultative sales skills, over 5 years in financial services, and relevant qualifications like CFP or CFA. This position, which offers a base salary of $150,000 plus commission, requires local travel and strong communication skills.
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Senior Bay Area • San Francisco, CA, US
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