Business Strategy & Development Develops and applies strategies to execute the business plan to achieve desired results (i.e., to increase client base, gross production, Portfolio Management assets, performance tracking, etc.) Identifies business opportunities Supports Financial Advisor / Private Wealth Advisor practice management through book analysis and determination of appropriate strategies Creates potential strategies to further enhance client relationships based on concerns and opportunities identified during client visits Engages in strategic planning with other team members on client matters Interacts regularly with the Complex Business Development Manager Partners with the Financial Advisor / Private Wealth Advisor on investment recommendations and prepares reports and plans that align with client goals Takes accountability for optimizing business practices while adhering to best business ethics and practices Seeks opportunities to grow business by capitalizing on Firm initiatives Focuses on building strong relationships with corporate departments and strategic partners Evaluates, develops and implements new services in conjunction with the Financial Advisor / Private Wealth Advisor and other team members Stays attuned to updates and enhancements to firm products and policies 5+ years of work experience in a field relevant to the position required Four-year college degree or professional certification preferred Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) Additional product licenses may be required Enjoys working with people and problem solving Effective written and verbal communication skills Strong understanding of applicable compliance rules, regulations and firm policies Ability to interact and communicate effectively with colleagues and clients Strong computer skills including knowledge of Microsoft Office (Word, Excel and PowerPoint) Detail-oriented with superior organizational skills and ability to prioritize tasks Ability and interest in working in a fast-paced, evolving environment Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. Expected base pay rates for the role will be between $50k and $115k per year at the commencement of employment. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
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