We are seeking a Business Development Professional to work alongside Private Wealth Advisors in the day-to-day coverage of existing client relationships and new business generation.
Requirements
- Bachelor’s degree required (CPA, JD, or MBA degrees welcome)
- Related financial services experience of 3+ years
- Ability to work in a fast-paced environment and think clearly under pressure
- Strong interest in the financial markets and good investment sense/commercial instinct
- Excellent verbal and written communication skills
- Strong interpersonal skills and ability to build and foster a strong network of relationships
- SIE, Series 3, 7 and 63 (must be obtained within three months of employment)
- CFA Charter and/or CFP highly encouraged and will be sponsored in accordance with firm policy
Benefits
- Generous Paid Time Off
- 401k Matching
- Retirement Plan
- Visa Sponsorship
- Four Day Work Week
- Generous Parental Leave
- Tuition Reimbursement
- Relocation Assistance
