Associate Investment Advisor



  • Assist with the growth of the firm including lead-generation and business development
  • Service new and existing client relationships
  • Work closely with Managing Principles, other advisors, and the research team
  • Become an expert on a firm’s investment strategies
  • Pass required exams and continually be willing to learn
  • Travel to investment conferences, companies, seminars, or places where potential clients may be located
  • Be part of a fast-growing, progressive company in a collaborative, inclusive, and diverse environment


    • Bachelor’s degree minimum: Finance, Business, Economics, Marketing, Communications, or other related fields with a minimum cumulative GPA of 3.3
    • A passion for technology, financial services, and investment management
    • A self-starter who is results-oriented
    • Enjoys building relationships
    • Adaptable, with proven ability to adjust to daily changes in routine or demands with ease and manage presentations with agility and confidence
    • Competitive Spirit
    • Strong communication skills (listening, speaking, writing) with experience developing sales and marketing presentations
    • Resourceful
    • Problem solver
    • Flexible
    • Incredible sense of urgency
    • Always willing to learn
    • Demonstrates clear organizational skills
    • Reliable
    • Ethical
    • Ability to travel
    • Proficient in MS Office Suite and major social media platforms

Job Type: Full-Time
Locations: IA; FL

Passage Global Capital Management is an “Equal Opportunity Employer” and nothing in this posting or description should be construed as an offer or guarantee of employment.