Financial Adviser
$60kInvestment Boutique in Stamford, CT
Benefits 401(k) 401(k) matching Bonus based on performance Benefits/Perks Career Advancement Opportunities Competitive Compensation Job Summary We are seeking a junior associate to join our Investment management team. In this role, you will support our portfolio managers in providing investment management and tax management services to our high net worth clients. Qualifications Client service personality, kind, caring, friendly Series 65 CFP or CFA Bachelor’s degree in finance or a related field; top grades Previous experience as a financial planner or financial analyst Excellent excel, word, power point, and Emoney skills Excellent communications and presentation skills Excellent references Desire to work and learn High attention to detail Clean regulatory history Starting Compensation: $60,000 About Us SEC registered independent boutique fiduciary firm with 30 year history applying classic portfolio management principles. No salespeople. No commissioned products. Just the best of the fiduciary only-and-always model for clients who want to sleep at night. #J-18808-Ljbffr Investment Boutique in Stamford, CT
Vacancy posted 3 days ago
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