Jobot
Investment Advisor role offering HYBRID Remote work schedule, 401K Retirment plan, Medical, Dental and Vision, Generous PTOThis Jobot Job is hosted by:
Donna Gawroski-KusikAre you a fit? Easy Apply now by clicking the Quick Apply button and sending us your resume.
Salary:
$150,000 - $200,000 per yearA bit about us:
A highly respected Wealth Management Firm that provides financial products and solutions for the complex needs of high net-worth families The Firm specializes in Structured Products, SPACs, and Treasuries.
Why join us?
Benefits:
401(k)HYBRID REMOTE work schedule (must live within 90 minutes of NYC metro)Dental insuranceEmployee assistance programHealth insuranceHealth savings accountLife insurancePaid time offProfessional development assistanceRetirement planVision insuranceJob DetailsLooking to hire a full time HYBRID / REMOTE Structured Notes Product Investment Advisor to initiate and execute new client relationships alongside the team, develop new leads and originate calls/zoom meetings and assist in creating educational materials to educate and promote structured solutions.
Qualifications:
7
years of experience in the financial services industry and capacity to understand a diverse range of technical investment productsBachelor's degree in Business, Economics, or Finance along with a strong background in fixed income, equity derivatives, and structured notesExcellent written and verbal communication skills, including the ability to simplify difficult financial concepts to educate a less experienced audienceGood knowledge of risk management and investment strategiesAbility to multitask and prioritizeProficiency in MS OfficeCFA/CFP - a plusSeries 65 - a plusInterested in hearing more? Easy Apply now by clicking the Quick Apply button.
Benefits:
401K, Employee Events, Employee Referral Program, Flexible Schedules, Free Food and Coffee, Game Rooms, Life Insurance, Maternity/Paternity Paid Leave, Medical, Dental and Vision, On Site Cafeteria, Paid Holidays, Paid sick days, Parking , Performance bonus, Professional Development, Retirement / Pension Plans, Vacation/paid time off, Work From HomeAbout the Company:
Jobot Company Size:
500 to 999 employeesIndustry:
Agriculture/Forestry/FishingFounded:
2018Website:
https:
//jobot.
com/.
Estimated Salary: $20 to $28 per hour based on qualifications.
Donna Gawroski-KusikAre you a fit? Easy Apply now by clicking the Quick Apply button and sending us your resume.
Salary:
$150,000 - $200,000 per yearA bit about us:
A highly respected Wealth Management Firm that provides financial products and solutions for the complex needs of high net-worth families The Firm specializes in Structured Products, SPACs, and Treasuries.
Why join us?
Benefits:
401(k)HYBRID REMOTE work schedule (must live within 90 minutes of NYC metro)Dental insuranceEmployee assistance programHealth insuranceHealth savings accountLife insurancePaid time offProfessional development assistanceRetirement planVision insuranceJob DetailsLooking to hire a full time HYBRID / REMOTE Structured Notes Product Investment Advisor to initiate and execute new client relationships alongside the team, develop new leads and originate calls/zoom meetings and assist in creating educational materials to educate and promote structured solutions.
Qualifications:
7
years of experience in the financial services industry and capacity to understand a diverse range of technical investment productsBachelor's degree in Business, Economics, or Finance along with a strong background in fixed income, equity derivatives, and structured notesExcellent written and verbal communication skills, including the ability to simplify difficult financial concepts to educate a less experienced audienceGood knowledge of risk management and investment strategiesAbility to multitask and prioritizeProficiency in MS OfficeCFA/CFP - a plusSeries 65 - a plusInterested in hearing more? Easy Apply now by clicking the Quick Apply button.
Benefits:
401K, Employee Events, Employee Referral Program, Flexible Schedules, Free Food and Coffee, Game Rooms, Life Insurance, Maternity/Paternity Paid Leave, Medical, Dental and Vision, On Site Cafeteria, Paid Holidays, Paid sick days, Parking , Performance bonus, Professional Development, Retirement / Pension Plans, Vacation/paid time off, Work From HomeAbout the Company:
Jobot Company Size:
500 to 999 employeesIndustry:
Agriculture/Forestry/FishingFounded:
2018Website:
https:
//jobot.
com/.
Estimated Salary: $20 to $28 per hour based on qualifications.
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