Investment Advisor

2 weeks ago

Glastonbury, United States CareerBuilder Full time

Company Description
Buell Securities is a full-service broker-dealer and Registered Investment Advisor located in Glastonbury, CT. Established in 1921, Buell boasts one of the longest successful operating histories of any New England financial firm. Our company takes pride in offering personalized services and a sophisticated blend of modern financial opportunities tempered by long experience in traditional markets.

Role Description
This is a full-time hybrid Investment Advisor role located in Glastonbury, CT with flexibility for some remote work. The Investment Advisor will help clients develop and implement investment strategies, provide financial planning advice, and manage their investments. The Investment Advisor will also provide excellent customer service, building and maintaining client relationships.

Qualifications
Financial Planning and Finance skills
Investment Strategies and Investment Skills
Customer Service skills
Excellent written and verbal communication skills
Experience as an Investment Advisor or equivalent job role is highly recommended
Bachelor's degree in Finance, Economics, or related field
ASIC RG146 compliance and being a Holder of an AFSL are desirable
CFA, CFP, CPA, or other relevant certifications preferred

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