Investment Management Associate

Herndon Plant Oakley Ltd

Job Description

Investment Management Associate

Who We’re Looking For

HPO is seeking a motivated professional who wants to grow their career with a proven leader in the investment business. We are a team of high performers looking for the right person to bolster our growth through new client development and portfolio management. Previous experience from firms such as Merrill Lynch, UBS, JP Morgan, Morgan Stanley, Edward Jones, Northwestern Mutual, Fisher Investments, and others would be helpful. If you are ambitious and can close big business, we may be a fit.

*If currently employed in closing sales of any sophisticated products, please apply.

Key Responsibilities

Prospecting for new clients and setting appointments
Onboarding new clients
Acting as the frontline client liaison
Performing additional investment related activities as needed

Requirements

3+ years of experience in the investment industry
Appropriate licenses and certifications (series 7, series 65, or the ability to obtain the series 7 within six months)
Ability to work in person at our Corpus Christi office five days a week
Excellent people skills
Track record of success as a team player
Self starter

Benefits/Perks

Employer-paid health insurance
Dental and Vision insurance
401(k) employer match

Company Description

Registered broker-dealer in Corpus Christi, Texas.

Company Description

Registered broker-dealer in Corpus Christi, Texas.

Apply

Vacancy posted 1 day ago

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