Business Development Associate

What you’d do

Support Financial Advisors and Private Wealth Advisor teams by building client relationships and assisting with business development, including digital marketing, portfolio holdings, proposal tools, and financial planning. Full time. Found on the employer's careers page on Oct 8, 2026. Apply through the link.

You’ll need

• Active Series 7 (GS)
• Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
• Knowledge of equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
• Strong interpersonal skills
• Additional product licenses may be required