Entry-Level Positions

We are looking for an entry-level Financial Services Professional to join our team. The ideal candidate will have a strong interest in the wealth management industry and an understanding of basic financial concepts.

Responsibilities:

• Assist senior team members with client research and planning
• Help in the preparation of presentations, reports, and other materials
• Support the team in daily administrative tasks and data management
• Learn and understand the company's financial philosophies, strategies, and services
• Learn and comply with regulatory requirements and best practices

Qualifications:

• (Preferred) Series 65 Investment Advisor Representative License
• Bachelor's degree in finance, economics, or a related field preferred, not required
• Strong analytical and problem-solving skills
• Strong attention to detail
• Strong written and oral communication skills
• Willingness to learn and adapt to new technologies
• Strong work ethic and a team-oriented attitude

The position offers a competitive salary and benefits package, as well as opportunities for career growth and advancement. It is an excellent opportunity for a recent graduate or someone with limited experience in the financial services industry to gain valuable experience and knowledge in wealth management.