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Commercial Financial Consultant

Rockland Trust
dental insurance, life insurance, tuition assistance, 401(k)
United States, Massachusetts, Peabody
67 Prospect Street (Show on map)
Dec 12, 2024

Rockland Trust is currently seeking a highly motivated, experienced individual to develop new investment management business in the high potential Boston and surrounding markets. The jobholder will focus their time developing, building and implementing engaging and impactful sales and marketing programs designed to build the IMG brand and grow assets under management (AUM). External business development efforts will concentrate on cultivating relationships with accountants, attorneys and other centers of influence. This individual will be able to build the trust and confidence required to create a successful referral network.

The ideal candidate will be familiar with a full range of investment services, including wealth management, fiduciary services and financial planning.

Qualifications



  • Strong interpersonal and consultative skills
  • Excellent communication skills
  • Excellent organizational skills
  • Personal initiative and the ability to work independently
  • Ability to deliver a disciplined, multi-facetted sales and marketing program to external centers of influence
  • Ability to assimilate and integrate sales and marketing efforts across the organization and throughout the geography
  • Creative and dynamic personality who enjoys people and is passionate about wealth management
  • Minimum of 5 years of successful sales and marketing experience
  • Experience in Wealth Management desirable MBA or CFP desirable


Our goal is to offer our colleagues the most generous benefits package possible. We strive to provide colleagues with a comprehensive benefits package and an environment that supports a healthy work-life balance. Benefits include: Competitive compensation with performance incentive awards, Health Insurance, Dental Insurance, a 401K and DC Plan for your retirement, LTD & Life Insurance, Day Care Reimbursement, Tuition Assistance for graduate and undergraduate programs, an award winning Wellness program and much more!

At Rockland Trust you'll find a respectful and inclusive environment where everyone is given the chance to succeed. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.



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