What are the responsibilities and job description for the Business Development Associate position at Cornerstone Advisory?
Requirements
To succeed in this role, you should possess excellent communication skills, be detail-oriented, and take ownership of your work. Proficiency in Microsoft Office/Excel is essential, and experience with Orion investment software and CRM databases is a plus.
A minimum of 5 years' office work experience is required. An associate degree, bachelor's degree, or relevant certifications such as series licenses 7, 63, 65, or 66 are highly valued.
