Business Development Associate

Role responsibilities

Business Development Associates support Financial Advisors and Private Wealth Advisors by cultivating client relationships and enhancing the client experience. They assist in executing marketing strategies, preparing client reports, and optimizing business practice efficiencies.

Requirements

Candidates should have over 5 years of relevant work experience and preferably hold a four-year college degree or professional certification. Active Series 7 and Series 66 or Series 63 and Series 65 licenses are required.

Key skills

Interpersonal Skills, Client Service, Digital Marketing, Financial Planning, Organizational Skills, Time Management, Team Collaboration, Research Skills, Detail Orientation, Technical Proficiency, Writing Skills, Adaptability, Goal Orientation, Self-Motivation, Results Driven

Keywords

Business Development, Financial Services, Client Relationships, Digital Marketing, Portfolio Holdings, Proposal Tools, Financial Planning, Client Reports, Research, Marketing Strategies, Client Service Model, Time Management, Organizational Skills, Interpersonal Skills, Technical Proficiency, MS Office