Job Description
Business Development and Sales:
- Leverage referral channels to increase market share.
- Build a pipeline of new client leads.
- Meet and exceed client growth goals.
Client Relationship Management:
- Develop and maintain prospective client relationships through high-touch service.
- Demonstrate understanding of client situations and needs.
Sales Process:
- Own the full sales cycle.
- Deliver proposals to prospective clients.
Qualifications:
- Strong background in investments and financial markets.
- Exceptional communication and presentation skills.
About Focus Partners Wealth
Focus Partners Wealth is a dynamic and growing independent wealth management firm offering a holistic approach to advising clients.