Financial Sales Consultant – Wealth Management Services

Company Profile

Our client is an established and growing financial services firm offering a variety of solutions and services both at the executive and corporate level. They are third-generation operated and owned, allowing them to build lasting relationships with a client-centric focus. They are currently looking for a new business development executive to their established team to further the organizations growth.

Job Description

• The Business Development Executive will be focused on bringing net new business into the organization across all divisions: Retirement, Benefits, Life Insurance, Wealth Management and Investment Services.
• The Business Development Executive will be working cross functionally within the organization, with the Principals, Department Heads and Client Services Team
• The Business Development Executive will be expected to travel locally to attend networking events as well as present on-site at clients.


• 5+ years of experience in a C-Level, relationship driven sell
• Experience closing business face-to-face with clients
• Bachelor’s Degree Required, MBA Preferred
• Additional Licenses Preferredbut not required: FINRA securities licenses and MA life and health licenses, CFP®, CPA, CLU, Series 7

Location: Reporting daily to a Waltham, MA based office; traveling locally to attend events and network with clients.

Job #2319

Base Comp. $80,000.00
Total Comp. $120,000.00

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