Private Wealth Management Business Development Associate
Core
Supporting Financial Advisors and Private Wealth Advisors in delivering exceptional client service, business development, and operational execution for high-net-worth clients.
Role type
Business Development Associate (Private Wealth Management)
Builds
Client relationships, marketing strategies, and financial planning proposals
Domain
Private Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Financial services product knowledge (equities, bonds, options, mutual funds, annuities, insurance, managed accounts), Series 7/66/63/65 licenses, MS Excel proficiency, client service orientation, research capabilities, meeting support, order entry
Preferred skills
Four-year college degree, professional certification, adaptability, multi-tasking
Technologies
Firm-approved financial planning systems, MS Office suite, digital marketing platforms
Responsibilities
Cultivating relationships with business partners, assisting in client relationship enhancement, preparing for client meetings and tracking follow-ups, executing digital and in-person marketing strategies, preparing and reviewing client reports and financial plans, assisting with research, participating in client meetings, optimizing business practice efficiencies, providing backup coverage for client service tasks
Seniority
Individual Contributor, entry-to-mid level
