Commercial Financial Consultant

Rockland Trust is a full service commercial bank and financial services company committed to helping our neighbors reach their financial goals. Founded in 1907 and headquartered in Massachusetts, we proudly serve individuals, families, and businesses throughout New England with a strong emphasis on personal relationships, local decision making, and community impact.

With a broad range of banking, wealth management, and investment solutions, Rockland Trust combines the resources of a growing financial institution with the personalized service of a community bank. Our longstanding philosophy-Where Each Relationship Matters-guides how we work with our customers, colleagues, and communities every day.

At Rockland Trust, our employees are at the heart of our success. We foster a collaborative, inclusive, and values driven culture that encourages professional growth, innovation, and worklife balance. We are deeply committed to community involvement, financial education, and creating a workplace where individuals can build meaningful, longterm careers.

The Commercial Financial Consultant plays a key role in expanding the Investment Management Group (IMG) brand, deepening client relationships, and driving assets under management (AUM) growth. This individual will develop and execute strategic sales and marketing initiatives that create meaningful engagement with commercial clients, prospects, and trusted advisors.

Working closely with Commercial Banking partners, the consultant will identify opportunities within existing client relationships and prospect portfolios, delivering tailored wealth management solutions designed to meet the complex financial needs of business owners, high net worth families, non-profits, and corporate retirement plans. Externally, this individual will cultivate and strengthen relationships with accountants, attorneys, and other key centers of influence to generate referral opportunities and expand IMG's presence in the market.

Success in this role requires exceptional relationship-building skills, a consultative approach, and the ability to establish credibility and trust with both internal partners and external referral sources.

• Develop and execute strategic sales and marketing initiatives to enhance the IMG brand and drive growth in assets under management.
• Partner with Commercial Banking teams to identify opportunities within existing client and prospect relationships.
• Build and maintain strong referral networks with accountants, attorneys, and other professional advisors.
• Deliver consultative wealth management solutions tailored to the unique needs of business owners, executives, and high-net-worth individuals.
• Foster trusted relationships that result in long-term client engagement and referral growth.
• Represent IMG in the marketplace through networking, community involvement, and targeted business development activities.

• Proven ability to build strong relationships and influence clients, partners, and centers of influence through a consultative approach.
• Exceptional verbal, written, and presentation communication skills.
• Highly organized with strong time management and business development planning capabilities.
• Self-motivated professional with the ability to work independently while collaborating effectively across teams.
• Demonstrated success executing disciplined, multi-faceted sales and marketing strategies.
• Energetic, entrepreneurial, and relationship-driven professional with a passion for wealth management and client success.
• Minimum of five (5) years of successful sales, business development, wealth management, or financial services experience.
• CFP designation or progress toward certification highly preferred.
• Working knowledge of wealth management, investment advisory services, financial planning, fiduciary services, and insurance solutions.
• Experience serving business owners and delivering comprehensive financial strategies tailored to their unique needs preferred.

Our goal is to offer our colleagues the most generous benefits package possible. We provide a comprehensive suite of benefits designed to support your…