Morgan Stanley
Business Development Associate
Newport, Rhode Island · On-site · Full-time · Posted Sep 8, 2026
- Experience
- 5+ years of work experience in a field relevant to the position required.
- Education
- Four-year college degree or professional certification preferred.
- Visa sponsorship
- Applicants must be legally authorized to work in the United States and must not require, now or in the future, sponsorship for employment visa status.
About the job
Supports Financial Advisors and Private Wealth Advisors by delivering client service and assisting with business development, marketing, reporting, research, and financial planning activities.
What you'll do
- Build and support client relationships, help deliver the client service model, and prepare for meetings and track follow-ups.
- Assist with business plans and execute clerical elements of digital and in-person marketing strategies.
- Prepare client reports or financial plans, assist with research, and provide backup coverage for Client Service Associate duties.
What they ask for
- Active Series 7 (GS) license.
- Series 66 (AG/RA), or Series 63 (AG) and Series 65 (RA); additional product licenses may be required.
- Knowledge of financial services products and proficiency with basic personal computer, MS Office (particularly MS Excel), and internet applications.
- Strong organizational, writing, interpersonal, and client service skills.
Nice to have
- Four-year college degree or professional certification.
Tools
MS Office, MS Excel, MS Online
Model-written summary · the original posting is authoritative