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Cold Spring, NY2 days ago
- $23.50–$27.75
Investment Firm in Stamford, CT
- Stamford, CT
- 30+ days ago
- $60,000 Per Year
- Full-time
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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
Description
Benefits:
Benefits/Perks
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
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.
- 401(k)
- 401(k) matching
- Bonus based on performance
Benefits/Perks
- Career Advancement Opportunities
- Competitive Compensation
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
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 |
| Job Type | Full-time |
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