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    Business Development Executive Wealth Management - San Diego, United States - Claire Myers Consulting

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    Description
    Hybrid role: 2.5 days a week in your local office


    Our client is a dynamic, boutique wealth management firm with a mission to educate the community on all things financial and empower others to live their best lives.

    They design a personalized plan and help clients execute it by safely navigating their financial journey and having meaningful adventures.

    The firm provides comprehensive, fee-based financial planning, fee-based investment advisory solutions, education funding strategies, holistic wealth management, retirement planning, and risk management.

    They are adding an Investment Relations Advisor to support the firm.

    Responsibilities

    Focus on growing clientele and generating new business

    Increase assets under management from new sources

    Develop new revenue opportunities to service new clients more effectively

    Connect with and develop relationships with client's next generation

    Build COIs (Center of Influences) and produce new clients through those relationships

    Maintain familiarity with industry and economic trends and apply knowledge to client service and relationships

    Qualifications

    2-5 years of experience in Financial Services

    Series 7 License

    Life & Health License

    2+ years of experience in sales and/or business development

    Understanding and ability to articulate Financial Planning

    Compensation

    $65,000-75,000 + base salary plus incentive opportunities. Overall compensation target $120,000-150,000 or more.

    Hybrid role: 2.5 days a week in your local office

    #J-18808-Ljbffr


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