Commercial Financial Consultant Peabody
External job listingat Rockland Trust
The Commercial Financial Consultant grows IMG's brand and assets under management through client relationships and tailored wealth management solutions.
Salary
Not provided
Location
Peabody, United States
Employment type
Full time
Workplace
Not provided
Commercial Financial Consultant Peabody
Peabody, United States
Job description
About the role
The Commercial Financial Consultant helps expand the Investment Management Group (IMG) brand, strengthen client relationships, and grow assets under management (AUM). The role develops and executes strategic sales and marketing initiatives to engage commercial clients, prospects, and trusted advisors.
Responsibilities
- Work with Commercial Banking partners to identify opportunities among existing clients and prospects.
- Deliver tailored wealth management solutions for business owners, high net worth families, non-profits, and corporate retirement plans.
- Build relationships with accountants, attorneys, and other key centers of influence to generate referrals.
- Expand IMG's market presence through meaningful engagement and relationship building.
Key facts
- Works with Commercial Banking partners to identify opportunities among existing clients and prospects.
- Delivers tailored wealth management solutions to business owners, high net worth families, non-profits, and corporate retirement plans.
- Builds relationships with accountants, attorneys, and other key centers of influence to generate referrals.
Estimated salary
Estimated salary for sales representative in United States: USD 3,200 - 6,450 per month, based on 174 CazVid job posts that state their pay. This is an estimate, not the salary offered.
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Frequently asked questions
What does the Commercial Financial Consultant do?
The role expands the Investment Management Group brand, strengthens client relationships, and drives growth in assets under management.
Who does this role serve?
It delivers tailored wealth management solutions to business owners, high net worth families, non-profits, and corporate retirement plans.
How does the role generate referral opportunities?
It cultivates relationships with accountants, attorneys, and other key centers of influence.
How much does this job pay?
This listing does not state the pay. As a reference, the estimated salary for sales representative in United States is USD 3,200 - 6,450 per month, based on 174 CazVid job posts that state their pay. This is an estimate, not the salary offered.