claire myers consultingMillbrae, CA
Senior Business Development Principal Wealth Advisory
$150,000 per year
Apply →Senior Business Development Principal Wealth Advisory
Senior Business Development Principal Wealth Advisory
claire myers consultingMillbrae, CA
yesterday
$150,000 per year
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsSales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody Activities
Apply for this role →A wealth management firm is seeking a Business Development Principal to build relationships and convert high-net-worth individuals into long-term clients. The ideal candidate has over 5 years of experience in financial services, consultative sales, and a strong understanding of financial planning. Competitive compensation includes a $150,000 base salary plus commission and benefits like medical insurance and a 401(k) plan.
Also on the board Same function, level within a rung
Level
Senior
Salary
$150,000 per year
Location
Millbrae, CA
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
yesterday