Investment Advisor

Join a growing Registered Investment Advisor with opportunity for advancement. Mainstay Capital Management is an independent, fee‑only, Registered Investment Advisor with $5 billion in assets under management. Mainstay has been ranked by Barron's as one of the "Top 100 Independent Financial Advisors" in the country for the past 17 years and the Top 25 for the past 12 years. Compensation Base salary ranges from $80,000 to $200,000 (dependent on experience level). Additional annual bonuses range from $30,000 to $150,000, and a signing bonus of $20,000. Responsibilities Managing existing client relationships. Developing new client relationships. Understanding and communicating clients' goals while simplifying complex financial concepts. Ensuring the firm meets the clients' broad financial needs. This position is client‑relationship focused with no product sales or quotas to meet. Desired Skills & Experience Bachelor's degree preferred (finance or business). Minimum three years of experience in the investment/finance industry. Solid understanding of financial markets and investments. Experience advising clients with retirement planning, asset allocation, estate planning, employee benefits, tax planning, and insurance. Industry related designations (or working toward) such as CFP, CFA, or CPA preferred. Experience with retirement planning software such as RightCapital or MoneyGuide Pro preferred. Ambition, high energy, and strong desire to succeed. Excellent communication and relationship building skills. Candidate must be a flexible, open‑minded team player with excellent organizational and communication skills. #J-18808-Ljbffr