This is a senior investment advisor position. Series 65 required. Ability to communicate on the telephone and via email. Ability to manage tasks and visit clients. Interest in financial markets and strong integrity with long term vision in line with company goals.
This candidate will be responsible for making introductory sales calls, generate outbound leads, field incoming calls, initiate sales contacts, record information in a database, and manage follow ups. At all times the candidate should be professional to the utmost highest level and to maintain strong relationships with clients, prospective clients, and fellow coworkers.
Detail oriented, industry experience a plus. CPA preferred. Experience preparing and reviewing GAAP Financial statements and preparing bank reconciliations. Personal and federal income tax preparation experience a plus.
Answer telephones, set appointments, handle mail, scan mail, assist with assigning matters, assist with other tasks in office, communicate with employees staff, senior personnel, and clients. Ability to prepare letters and correspondence.