Morgan Stanley
Business Development Associate
$75K–$125K
Palo Alto, California · On-site · Full-time · Posted Sep 3, 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, developing client relationships, and assisting with business development, marketing, financial planning, and practice efficiency.
What you'll do
- Support client relationships and service, including meeting preparation, follow-ups, and participation in client or prospective-client meetings.
- Execute clerical elements of digital and in-person marketing strategies and assist with business plans and strategies.
- Prepare and review client reports or financial plans, assist with research, and provide backup coverage for Client Service Associate responsibilities.
What they ask for
- Experience with Executive Compensation for insiders and affiliates or drafting and managing Rule 10b5-1 Plans.
- Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).
- Knowledge of financial services products, including equities, bonds, options, mutual funds, annuities, insurance, and managed accounts.
- Expert knowledge of basic personal computer, MS Office (particularly MS Excel) and internet applications.
Nice to have
- Four-year college degree or professional certification.
- Additional product licenses may be required.
Pay
USD $75,000 and USD $125,000 per year (base salary)
Tools
MS Office, MS Excel, MS Online
Model-written summary · the original posting is authoritative