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
Associate Business Development / Client Service Associate
Builds
Client relationships, marketing campaigns, financial plans, and client reports
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Financial services product knowledge, MS Excel proficiency, client relationship management, report preparation, marketing execution, research skills
Preferred skills
Series 7, 66, 63, or 65 licenses, four-year college degree
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 and review client reports and financial plans; Assist in organizing and executing business plans; Participate in client meetings representing the service lens; Provide backup coverage for client service transactions.
Seniority
Mid-level, hands-on IC