UHNW Wealth Business Development Strategist
cerity partnersNew York, NY
UHNW Wealth Business Development Strategist
cerity partnersNew York, NY
3 days ago
Occupations
Securities, Commodities, and Financial Services Sales AgentsPersonal Financial AdvisorsSales Representatives of Services, Except Advertising, Insurance, Financial Services, and TravelIndustries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesInvestment Banking and Securities IntermediationAbout the role
Cerity Partners is seeking a dynamic Business Development Officer to drive growth in high-net-worth client segments. The role focuses on engaging, converting, and managing prospective clients while collaborating with internal teams to ensure a smooth onboarding experience.
Ideal candidates have 5+ years in financial services sales, strong investment product knowledge, and credentials such as FINRA, CFP or CFA. This hybrid position supports locations across major US markets.
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JOB OVERVIEW
Experience level
Senior
Location
New York, NY
Occupation
Securities, Commodities, and Financial Services Sales Agents
Industry
Portfolio Management and Investment Advice
Posted
3 days ago
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