Address
Form of workJob Description
Investment Advising // High-net-worth clients // Great Benefits! // Apply now!
This Jobot Job is hosted by: Megan Bastian
Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $150,000 - $200,000 per year
Reputable Wealth Management Company is looking to add an Investment Advisor to their growing team! The ideal candidate for this role will have a strong Investment background centered around working with high-net-worth individuals and families (AUM: 1 million + above).
For more information please contact https://jobot.com/apply/investment-advisor/1511972858?utm_source=ZipRecruiter
401(k) with a 6% Match
Dental, Health, Vision, Life Insurance
Flexible spending account
Health savings account
PTO
Tuition reimbursement
Position Requirements:
Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
This Jobot Job is hosted by: Megan Bastian
Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $150,000 - $200,000 per year
A bit about us:
Reputable Wealth Management Company is looking to add an Investment Advisor to their growing team! The ideal candidate for this role will have a strong Investment background centered around working with high-net-worth individuals and families (AUM: 1 million + above).
For more information please contact https://jobot.com/apply/investment-advisor/1511972858?utm_source=ZipRecruiter
Why join us?
401(k) with a 6% Match
Dental, Health, Vision, Life Insurance
Flexible spending account
Health savings account
PTO
Tuition reimbursement
Job Details
Position Requirements:
- 7 + years of Investment-related experience
- Experience with portfolio performance & rebalancing systems
- Excellent presentation skills
- Bachelor's Degree (Accounting, Finance, Economics, Data Analytics, Risk Management, Mathematics or Data Science)
- CFA, CFP or Series 65 is a MUST!
Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
