🔥Remote Hybrid Structured Notes Registered Investment Advisor (MUST live within 90 minutes of NYC)
- $150,000 - $200,000
- Rye, NY
Investment Advisor role offering HYBRID Remote work schedule, 401K Retirement plan, Medical, Dental and Vision, Generous PTO
A 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.
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 insurance
- Employee assistance program
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Professional development assistance
- Retirement plan
- Vision insurance
Job Details
Looking 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:
Qualifications:
- 7+ years of experience in the financial services industry and capacity to understand a diverse range of technical investment products
- Bachelor’s degree in Business, Economics, or Finance along with a strong background in fixed income, equity derivatives, and structured notes
- Excellent written and verbal communication skills, including the ability to simplify difficult financial concepts to educate a less experienced audience
- Good knowledge of risk management and investment strategies
- Ability to multitask and prioritize
- Proficiency in MS Office
- CFA/CFP – a plus
- Series 65 - a plus
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.