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60 Flower Business Development Officer Jobs Hiring Near You

The Business Development Officer (BDO), through business development will echo the company's vision of building success through relationships. The BDO ensures a positive and service-oriented ...

Business Development Opportunity in Trust Services Premier Trust Business Development Officer Location(s): * Las Vegas: 2270 Corporate Circle, Suite 220, Henderson, NV 89074 * Reno: 5474 Longley Ln ...

Business Development Officer

Reno, NV · On-site

$65K - $75K/yr

The Business Development Officer (BDO), through business development will echo the company's vision of building success through relationships. The BDO ensures a positive and service-oriented ...

The Business Development Officer serves as the primary relationship manager for assigned business customers by understanding each customer's business, identifying opportunities, recommending ...

The Business Development Officer develops new business relationships, expands existing customer relationships, and serves as a trusted financial advisor to businesses throughout Vision Bank's markets.

The Business Development Officer serves as the primary relationship manager for assigned business customers by understanding each customer's business, identifying opportunities, recommending ...

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Business Development Officer - SBA 504 Lending Location: Kentucky (Statewide Travel Required) Position Summary We are seeking a motivated, relationship-driven Business Development Officer to join our ...

... Business Development Officer Description GENERAL RESPONSIBILITIES The Business Development Officer is responsible for sourcing and developing commercial banking prospects into new bank clients;

Business Development Officer 2 Business Unit: Small Business Banking Reports To: Varies Based on Assignment Position Overview: This position is primarily responsible for developing new small business ...

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Business Development Officer

Westmount Partners LLC

Los Angeles, CA • On-site

Full-time

Re-posted 12 days ago


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 careers@westmount.com.