Wealth Director (business Development Officer)

Fiduciary Trust International

Los Angeles, California, United States
Base: $180k - $225k; bonus/equity: annual discreti...
Hybrid
8-10 years financial services experience
High net worth individual sales success
Consultative approach to sales
The role focuses on securing new business from high-net-worth individuals and families while maintaining active contact with referral sources

Job Summary

  • The role focuses on securing new business from high-net-worth individuals and families while maintaining active contact with referral sources.
  • Candidates must demonstrate a consultative sales approach and deep knowledge of investment disciplines, trust, and estate topics.
  • The position offers a competitive base salary ranging from $180K to $225K plus incentives and a comprehensive benefits package.

Matching Summary

The role focuses on securing new business from high-net-worth individuals and families while maintaining active contact with referral sources.

Salary

Base: $180K - $225K; Bonus/Equity: Annual discretionary bonus; Benefits: 401(k) match, healthcare, stock investment program

Skills & Requirements

Must-have

  • 8-10 years financial services experience
  • High net worth individual sales success
  • Consultative approach to sales
  • Investment management knowledge
  • Trust and estate topics expertise

Nice-to-have

  • Directed trust and estate settlement experience
  • Community engagement and volunteerism
  • CFP designation preferred
  • Self-starter capable of initiating relationships
  • Sophisticated financial product marketing

Key Requirements

  • 8-10 years experience in financial services
  • Proven sales success servicing HNW individuals
  • CFP designation (preferred)
  • Experience selling directed trust and custody

Work Rights

Not specified

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