Business Development Associates provide exceptional service to clients and support Financial Advisors on a daily basis, building trusted relationships with a client-first mindset
Job Summary
Business Development Associates provide exceptional service to clients and support Financial Advisors on a daily basis, building trusted relationships with a client-first mindset.
This role focuses on assisting in all areas of service level business development, including digital marketing, portfolio holdings, proposal tools, and financial planning.
Morgan Stanley offers an environment where employees are supported and empowered, with opportunities for growth and comprehensive employee benefits.
Matching Summary
Business Development Associates provide exceptional service to clients and support Financial Advisors on a daily basis, building trusted relationships with a client-first mindset.
Skills & Requirements
Must-have
client first mindset
digital marketing strategies
financial planning support
client relationship enhancement
portfolio holdings and proposal tools
Nice-to-have
strong interpersonal skills
team player
adaptable and multi-task
goal oriented and self-motivated
Key Requirements
5+ years of work experience
Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required
Four-year college degree or professional certification preferred