Business Development Officer
Westmount Partners LLC
Job Description
Job Description
Responsibilities
The primary responsibilities of this position include developing new client relationships through any existing channels of business, networking with centers of influence (CPAs, trust attorneys, pension administrators), and working with the firm’s custodial referral program.
Business Development Officer will work in tandem with the firm’s Advisors in managing client relationships, which will include developing investment strategy, reviewing portfolio allocations and performance, and creating and reviewing financial plans.
Qualifications
• Bachelors degree, 5+ years investment experience and 10+ years professional experience.
• Highly motivated and personable.
• Strong track record of developing and retaining business.
• Outstanding verbal communication and presentation skills.
• Direct experience and a solid understanding of the investment advisory industry.
• Desirable: CFP designation, existing relationships with centers of influence, transferable book of business.
Interested candidates should send their resume to View email address on us.fitly.work.
Vacancy posted 18 days ago
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