🔥Remote Hybrid Structured Notes Registered Investment Advisor (MUST live within 90 minutes of NYC)

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.

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

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:

• 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