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Form of workJob Description
Job Summary
Bournehill Investment Services, a growing Broker/Dealer, is officially accepting applications for the highly selective Junior Broker position in our Mineola, New York office. These individuals will gain the foundational skills necessary to becoming a successful investment professional. We will heavily focus on developing your skills in investment fundamentals, preparation, and presentation. The ideal candidate will have their Series 7 and 63 and/or 66 licenses, but Bournehill is willing to sponsor the right individuals for their securities licenses.
Responsibilities
- Use proprietary and industry systems and resources to find investment opportunities, research competitors, and identify new leads and projects.
- Research and contact potential investors to foster long term client relationships.
- Assist with proposals and presentations to new and existing clients.
- Update and assist in maintaining the company's internal database.
- Actively participate in all team meetings and trainings.
Qualifications
- Must be extremely coachable, highly motivated and competitive in nature.
- Must value business ethics, as well as teamwork and collaboration.
- Experience in sales and/or a professional office environment, or be a willing learner.
- Functioning knowledge of technology, including Microsoft Office, Google Docs and operation of CRM systems.
- Associates Degree or better preferred.
Our Story – A company built on three cornerstones...Integrity|Honesty|Trust
Bournehill Investment Services is committed to providing our clients with the most personalized experience available. Ours is a family oriented and family-owned business, founded on the core belief that the financial industry needs to return to having integrity, honesty, and trust at the forefront. We pride ourselves on finding financial representatives who are dedicated to being responsible money managers, accountable to their clients and to themselves.
We have a nationwide presence, servicing individual and corporate accounts. Our financial representatives not only look to service their client accounts, but they look to educate them about the stock market and responsibly guide them to help achieve their financial goals. Our management has over fifty years of experience in the financial industry, including over ten years working on the regulatory side of the business, making them uniquely positioned to be able to customize an approach for each client to address their specific financial needs, whether it be income, growth, philanthropy, or legacy planning.
Whether you are looking for help with your long-term equity portfolio, “laddering” bonds for predictable income, planning for retirement, actively trading for profit, or estate planning, our representatives are eager to help you. Bournehill strives to be the clear choice in professional and personalized service, helping to better position you and your family for your future and beyond, and to achieve all your financial goals.
Bournehill Investment Services is committed to providing our clients with the most personalized experience available. Ours is a family oriented and family-owned business, founded on the core belief that the financial industry needs to return to having integrity, honesty, and trust at the forefront. We pride ourselves on finding financial representatives who are dedicated to being responsible money managers, accountable to their clients and to themselves.
We have a nationwide presence, servicing individual and corporate accounts. Our financial representatives not only look to service their client accounts, but they look to educate them about the stock market and responsibly guide them to help achieve their financial goals. Our management has over fifty years of experience in the financial industry, including over ten years working on the regulatory side of the business, making them uniquely positioned to be able to customize an approach for each client to address their specific financial needs, whether it be income, growth, philanthropy, or legacy planning.
Whether you are looking for help with your long-term equity portfolio, “laddering” bonds for predictable income, planning for retirement, actively trading for profit, or estate planning, our representatives are eager to help you. Bournehill strives to be the clear choice in professional and personalized service, helping to better position you and your family for your future and beyond, and to achieve all your financial goals.
