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Financial Advisor, Sales Assistant, Trainee

2 months ago

Westport, United States Alliance Global Partners Full time $40,000 - $450,000
Job DescriptionJob Description

Financial Advisor Position Opportunity

We are a New York City, full-service, national investment banking firm with a 43-year history of serving both retail and institutional clients, with more than 18 locations across the United States.

website www.allianceg.com

As we continue to grow, we are seeking established Financial Advisors as well as junior advisors and Sales assistants, both FINRA-licensed and trainees looking to join and work in our Westport Connecticut office. (trainee positions available as well.) We will sponsor for all FINRA licenses

Primary responsibilities for this position, as appropriately licensed include:

  • Leading relationships with high-net-worth clients by providing high-touch comprehensive wealth management services;
  • Constructing and ultimately overseeing all aspects of managing multiple client relationships, including:
    • Research related to financial, estate, and investment planning;
    • Presenting, meeting, and developing recommendations to clients and prospective clients;
    • Overseeing implementation of agreed-upon recommendations; and
    • Coordination with members of the client’s advisory team, including:
      • Portfolio managers and operations
      • Tax advisors
      • Estate counsel
      • Other professionals
  • Ongoing monitoring and management of the client’s wealth management plan;
  • Scheduling, coordinating, and actively participating in client meetings;
  • Communicating the full range of the Company’s services and capabilities to clients and prospective clients; and
  • Proven ability to identify and close new business development opportunities.

Positions are limited. We are looking for hardworking individuals to join our thriving company.

Website www.allianceg.com

If interested you can contact us

Company DescriptionA.G.P. / Alliance Global Partners is a regional investment and advisory firm that has been a member of FINRA and registered with the SEC since 1980. A.G.P. specializes in wealth management and the middle market institutional arena. We have Full-Service capabilities with a global ability to handle domestic as well as international customers. A.G.P. prides itself on providing its clients with boutique-level services along with the confidence of knowing their assets are held at Fidelity Custody and Clearing and RBC Custody and Clearing. Whether a client is looking for wealth management advice, Institutional services, or investment banking, we have a track record and a proven team to assist. We pride ourselves on long-lasting relationships with our clients, ranging from some of the largest institutions and crossing over to the individual investor. We strive to make sure your interests become our interests.Company DescriptionA.G.P. / Alliance Global Partners is a regional investment and advisory firm that has been a member of FINRA and registered with the SEC since 1980. A.G.P. specializes in wealth management and the middle market institutional arena. We have Full-Service capabilities with a global ability to handle domestic as well as international customers. A.G.P. prides itself on providing its clients with boutique-level services along with the confidence of knowing their assets are held at Fidelity Custody and Clearing and RBC Custody and Clearing. Whether a client is looking for wealth management advice, Institutional services, or investment banking, we have a track record and a proven team to assist. We pride ourselves on long-lasting relationships with our clients, ranging from some of the largest institutions and crossing over to the individual investor. We strive to make sure your interests become our interests.