Stock Brokerage / Sales Assistant / Client Service / CFP

Recruiter
SEC Registered Investment Adviser
Location
Stamford
Salary
Competitive
Posted
Oct 07, 2016
Closes
Oct 26, 2016
Industry
Accounting
Employer Type
Direct Employer
Employment Type
Permanent
Hours
Full Time
Job Description:

If you are a successful CFP or registered sales assistant/operations person (banking or brokerage) we may have an opportunity for you to join our high-end boutique money management firm with nice clients, beautiful offices and a supportive work environment. You will handle client transactions/onboarding/new accounts/RMDs/wire transfers/document reviews/financial modeling/and so on. We are looking for that rare person who is strong both in math/excel and verbal and written communication, who loves his/her job and thrives on anticipating and exceeding client expectations. Tell us about yourself, why you are attracted to this opportunity, and why your background and experience fits this job description. Include your current compensation. Hours are typically 8:30 to 6 or so. Some weekends. North Stamford Office Park location. Background check required. College transcript. References from employer. Clean U4. Pluses: Series 7 or 65. CFP. MBA. Top grades. Finance degree.