POSITION SUMMARY

The Wealth Management Business Development Officer is a growth driver for Beacon Trust, responsible for identifying, developing, and expanding a high-quality network of referral partners and prospective clients. This role uses data and market insights to uncover opportunities, strengthen client acquisition and retention, and increase awareness of Beacon Trust’s wealth management capabilities.

The successful candidate will cultivate leads, build relationships across the community and within Provident Bank, and guide prospects through the full sales cycle for investment advisory, fiduciary, and financial planning solutions. Working closely with internal partners, the Business Development Officer will help bring the right specialists to the table to deliver thoughtful, client-centered strategies across asset allocation, tax, retirement, education, insurance, and estate planning. This is a results-oriented position that requires strong judg...