Location City: San Diego
Location State: CA
Base Salary: $90-100k
Position Responsibilities: We are in search of an experienced business development officer in the San Diego market. This person will work on their own in developing relationships with estate planning attorneys and CPAs in the San Diego market. This bank does not have a branch system, so having a history of developing trust business through centers of influence is essential.
Education and Certifications/Licenses: Bachelors, CFP, CTFA
Mandatory Minimum Qualifications: Having a history of working with high-end estate planning professionals in the San Diego market. Good technical knowledge in the areas personal trust, real estate trust, financial planning, and meeting the estate and tax needs of the HNW & UHNW prospective client.
Preferred Qualifications: Produced fees of $200k or more without the help of a branch system.
Additional Comments: This is a very reputable institution. Their reputation is built on extremely good attention on and service to their clients. They have some of the lowest client's accounts-to-administrator ratios in the business.
Overnight Travel: Local Area Only
Relocation Assistance: No
Special Note: Please respect our recruiting members' time by only replying to positions where your experience meets the qualifications specified. Due to the large volume of responses we receive we regret we are unable to respond to every applicant.
To apply for this Job: please send your resume to <[email protected]> and reference the job number.
