We are seeking junior associate to join our Investment management team. In this role, you will support our portfolio managers in providing investment management and tax management services to our high net worth clients.
Qualifications
Client service personality, kind, caring, friendly
Series 65
CFP or CFA
Bachelor’s degree in finance or a related field; top grades
Previous experience as a financial planner or financial analyst
Excellent excel, word, power point, and Emoney skills
Excellent communications and presentation skills
Excellent references
Desire to work and learn
High attention to detail
Clean regulatory history
Starting Compensation: $60,000
About Us SEC registered independent boutique fiduciary firm with 30 year history applying classic portfolio management principles. No salespeople. No commissioned products. Just the best of the fiduciary only-and-always model for clients who want to sleep at night.
Numbers & Facts
Location
Stamford, CT
Skills
Chartered Financial Analyst (CFA)unmatched
Communication Skillsunmatched
Customer Support/Serviceunmatched
Detail Orientedunmatched
Fiduciaryunmatched
Financeunmatched
Financial Analysisunmatched
Financial Planningunmatched
High Net Worthunmatched
Investment Managementunmatched
Microsoft Excelunmatched
Microsoft PowerPointunmatched
Microsoft Wordunmatched
Presentation/Verbal Skillsunmatched
Regulationsunmatched
Securities and Exchange Commission (SEC)unmatched
Series 65unmatched
Tax Accountingunmatched
Wealth Managementunmatched
🎯
Be found by employers
5,500+ employers search our resume database daily. Add yours to get found by recruiters looking for candidates like you.
Level up your application
Professional resume templates
Browse dozens of recruiter approved resume templates, layouts and formats. Choose your favorite and make it your own in minutes.