Associate Investment Advisor
Responsibilities:
- 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
Qualifications:
- 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
Location: IA, FL
We are proud to be an equal opportunity employer.