Financial Adviser

Benefits:

• 401(k)


• 401(k) matching


• Bonus based on performance

Benefits/Perks

• Career Advancement Opportunities 


• Competitive Compensation

Job Summary
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


• E...