Base: $68,000 - $120,000pyear; bonus/equity: not s...
On-site
Client relationship cultivation
Digital marketing execution
Financial planning support
Morgan Stanley is seeking a Business Development Associate in Middleton, United States, to enhance client relationships and support Financial Advisors and Private Wealth Advisors. The role requires strong interpersonal skills, a client-first mindset, and relevant financial services experience
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.
The position requires 5+ years of relevant work experience, active Series 7 and Series 66 (or 63/65) licenses, and proficiency in MS Office, particularly Excel.
Matching Summary
Match Score: 85
Morgan Stanley is seeking a Business Development Associate in Middleton, United States, to enhance client relationships and support Financial Advisors and Private Wealth Advisors. The role requires strong interpersonal skills, a client-first mindset, and relevant financial services experience.
Salary
Base: $68,000 - $120,000/year; Bonus/Equity: Not specified; Benefits: Included in total compensation package
Skills & Requirements
Must-have
Client relationship cultivation
Digital marketing execution
Financial planning support
Client service model execution
Portfolio holdings and proposal tools
Nice-to-have
Team player
Goal oriented
Adaptable
Fast-paced environment
Key Requirements
5+ years of relevant work experience
Active Series 7 (GS)
Active Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
Four-year college degree or professional certification preferred