Business Development Associate
Core
Support Financial Advisors and Private Wealth Advisors by cultivating client relationships, executing digital marketing strategies, and preparing financial plans and reports.
Role type
Business Development Associate (Client Service)
Builds
Client relationships, marketing campaigns, and financial planning deliverables
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Financial services product knowledge, MS Excel proficiency, client relationship management, financial planning preparation, digital marketing execution, regulatory compliance
Preferred skills
Four-year college degree, Series 7/66/63/65 licenses, experience in fast-paced environments
Technologies
MS Office (Excel), firm-approved financial planning systems, digital marketing platforms
Responsibilities
Cultivate relationships with business partners and colleagues; Support FAs/PWAs in enhancing client relationships; Execute digital and in-person marketing strategies; Prepare client reports and financial plans; Participate in client meetings; Provide backup coverage for client service transactions.
Seniority
Mid-level, hands-on IC