Description
The Business Development Associate supports Financial Advisors, Private Wealth Advisors, and their teams by cultivating client relationships, assisting with client service and business-development activities, preparing client reports and financial plans, supporting digital and in-person marketing, participating in client meetings, and providing backup coverage for client-service duties. The role requires at least five years of relevant experience, specified Series 7, 66, 63, and 65 licenses, and knowledge of financial services products; a four-year college degree or professional certification is preferred. The role reports to the Business Service Officer and offers an expected base salary of $75,000 to $125,000 per year.
