Asset & Wealth Management, Private Wealth Management, Business Development Professional, Associate

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