Investment Advisor Representative

4 weeks ago

New Haven, United States NESCO Inc Full time

Overview Facilitates sales initiatives and business development opportunities within *** Asset Advisors on behalf of our proprietary suite of mutual fund investment products. Support additional distribution channels (omnibus, broker-dealer, third-party) as demand dictates. Serves as the main point of contact for inbound inquiries from clients and executes targeted campaigns. Coordinates with internal parties and external vendors to establish and service accounts on an ongoing basis.

Core Responsibilities:

Learn and understand proprietary offering of investments, spanning mutual and commingled funds and separate account strategies
Understand external vendor portals that will be necessary for establishing accounts and maintain thereafter.
Establish relationships with interested parties to facilitate asset growth for KoCAA investments
Identify areas of growth based upon historical success with client and account types, geographies, and/or specific strategies
Create standardized, as well as custom, client content across all products
Produce regular and ad hoc materials for internal management that reflects the business and sales cycle
Communicate with other internal departments to source
Resolve client inquiries using internal applications and external vendors
cquire and maintain necessary securities licensing Series 65

Essential Competencies
Professionalism/Personal Accountability, Communication, Flexible and Adapts to Change, Service to Customers and Clients

Skill Qualifications:
Required: Desire to be in sales and role and comfortable in front of clients. Foster a sense of teamwork while assisting others when needed. Maintain a commitment to quality and attention to detail. High ethical and moral standards that mirror the firms values and principles.

Preferred: Comfort with Microsoft suite of products (Excel, Word, PowerPoint), entrepreneurial, strong interpersonal skills and customer service abilities. Public speaking abilities a plus.

Education and Experience Qualifications:
Required: Bachelors degree in finance and/or marketing. MBA (or progress towards) desirable. Client Series 65 Exam; able to be obtained shortly after hire

Preferred: 0-3 years related work experience or equivalent combination in training and experience. Interest in finance and economics. Client relationship management software experience is a strong plus.

Physical Demands:
Must be able to remain in a stationary position for a majority of the workday.

Nesco Resource provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

  • Financial Advisor Coordinator

    3 weeks ago

    New York, United States Lead Advisor Full time

    Our wealth management client in Midtown is seeking an advisor coordinator to work alongside wealth management advisors assisting with client service support, applications, and on-boarding. Administrative Duties: Maintain client list and case files E-file and hard file investment and insurance related documents Maintain calendar, schedule follow-up...

  • Financial Advisor Coordinator

    3 weeks ago

    New York, United States Lead Advisor Full time

    Our wealth management client in Midtown is seeking an advisor coordinator to work alongside wealth management advisors assisting with client service support, applications, and on-boarding.Administrative Duties:Maintain client list and case filesE-file and hard file investment and insurance related documentsMaintain calendar, schedule follow-up appointments...

  • Financial Advisor Coordinator

    4 weeks ago

    New York, United States Lead Advisor Full time

    Our wealth management client in Midtown is seeking an advisor coordinator to work alongside wealth management advisors assisting with client service support, applications, and on-boarding.Administrative Duties:Maintain client list and case filesE-file and hard file investment and insurance related documentsMaintain calendar, schedule follow-up appointments...

  • Financial Advisor Coordinator

    5 days ago

    New York, New York, United States Lead Advisor Full time

    Our wealth management client in Midtown is seeking an advisor coordinator to work alongside wealth management advisors assisting with client service support, applications, and on-boarding. Administrative Duties: Maintain client list and case files E-file and hard file investment and insurance related documents Maintain calendar, schedule follow-up...

  • Financial Advisor Coordinator

    5 days ago

    New York, New York, United States Lead Advisor Full time

    Our wealth management client in Midtown is seeking an advisor coordinator to work alongside wealth management advisors assisting with client service support, applications, and on-boarding. Apply below after reading through all the details and supporting information regarding this job opportunity. Administrative Duties: Maintain client list and case files...

  • Investment Advisor

    2 months ago

    New York, United States Pearl Capital Full time

    Bent u op zoek naar een nieuwe job als Investment Advisor? Lees dan de gehele vacaturetekst en neem contact met ons op als u denkt dat het een match is! Functieomschrijving Als Investment Advisor bij Pearl Capital ben je verantwoordelijk voor het adviseren van klanten over onze unieke investeringsmogelijkheid. Je bouwt en onderhoudt relaties met...

  • Investment Advisor Consultant

    3 weeks ago

    New York, United States Michael Page Full time

    The Investment Advisor Consultant will be responsible for understanding end-to-end process flows and creating Target Operating Models, conducting user testing on tech platforms, preparing training documentation, and collaborating with project managers and technical teams. Additionally, they will perform data analysis, liaise with Portfolio Managers, and...

  • Investment Advisor Consultant

    3 weeks ago

    New York, New York, United States Michael Page Full time

    About Our Client Our client is one of the world's largest banking and financial services organizations, operating in over 60 countries with a diverse range of personal, commercial, and investment banking services. Known for its global reach and commitment to innovation, our client provides extensive opportunities for career growth and development in a...

  • Investment Banking Sales Associate

    2 months ago

    New York, United States Investment Banker Full time

    Job DescriptionJob DescriptionInvestment Banking Sales AssociateA rapidly growing investment banking firm focused on the micro to small-cap (public & private) markets is seeking to add an experienced Investment Sales Associates for the investment banking division. The candidate needs to have been a financial sales professionals and proven producers with the...

  • Learning Advisor, Investment Banking

    2 weeks ago

    New York, United States Citi Full time

    The Learning Advisor is responsible for all matters related to the learning and culture needs of Investment Banking. The Learning Advisor will be required to develop an in-depth understanding of the needs of Investment Banking, and address those needs via leveraging existing solutions and the development of targeted learning solutions that are aligned to the...

  • Financial Advisor

    3 weeks ago

    New Haven, United States Talent Masters Full time

    About the job Financial Advisor Financial Advisor Opportunity at a Top-Tier Fortune 100 Firm! Full Training & Licensing Provided! Talent Masters is teaming up with an award-winning, industry-leading financial services company to find a driven, high-energy Financial Advisor who knows and loves their local area. Our client is a prestigious, top-tier Fortune...

  • Investment Analyst

    3 weeks ago

    New Haven, United States Yale University Full time

    **Investment Analyst**: - Investments office - 88342BR **University Job Title** - Investment Analyst **Bargaining Unit** - None - Not included in the union (Yale Union Group) **Time Type** - Full time **Duration Type** - Regular **Compensation Grade** - Administration & Operations **Compensation Grade Profile** - Associate (P4) **Wage Ranges** -...

  • J.p. Morgan Advisors

    4 weeks ago

    New York, United States JPMorgan Chase & Co Full time

    **JOB DESCRIPTION** J.P. Morgan Advisors, the ultra-high net worth division of J.P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world. Our small size and broad scope allow us to...

  • J.p. Morgan Advisors

    24 hours ago

    New York, United States JPMorgan Chase & Co Full time

    **JOB DESCRIPTION** J.P. Morgan Advisors, the ultra-high net worth division of J.P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world. Our small size and broad scope allow us to...

  • Investment Banking Managing Director | New York

    4 weeks ago

    New York, United States Bridgepoint Investment Banking Full time

    Job DescriptionJob DescriptionWHO WE AREBridgepoint Investment Banking is not an old school, antiquated investment bank. We’re next gen – impact-focused, growing and entrepreneurial. We provide a better and more fun environment for Wall Street rockstars to utilize their skills and expertise to provide uncompromised and impact advice and solutions to our...

  • Investment Consultant

    2 weeks ago

    New Haven, United States National Black MBA Association Full time

    Job Description: Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower...

  • College Advisor

    3 weeks ago

    New Haven, United States Higher Heights Youth Empowerment Programs, Inc. Full time

    **History** Higher Heights Youth Empowerment Programs, Inc. (HHYEP), founded in 2004, is a statewide college access organization that provides college-planning services to districts and high school students, grade 9 thru 12, and their families, throughout the State of Connecticut. Our **mission **is to change the lives of under-represented college-bound...

  • Vp, Investments

    3 days ago

    New York, United States NFP Corp Full time

    **Role on the Investment Team** The Investment Team provides centralized expertise and insight for the Advisors and Firm on all aspects of asset allocation, portfolio construction, manager selection and due diligence, trading, and capital markets assumptions, among other areas. We are seeking a dynamic and experienced Vice President to join our elite team....

  • Financial Advisor

    4 weeks ago

    New York, United States Northwestern Mutual Full time

    Why join Northwestern Mutual:· Fortune 100 company (2021)· Forbes' Best Employers for Diversity (2018-2020)· Top 10 US Independent Broker-Dealers1· #1 Amongst Life Insurers Most Admired Companies2for Financial Soundness· Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)· $224 billion (retail investment...

  • Investment Advisor

    1 month ago

    New York, United States Tata Consultancy Services Full time

    Key Responsibilities: - To review and triage online requests from sellers - Capture all attributes of case and DD360 case creation - Query support (use of tools, process query etc) using email account - Maintain process documentation, work instructions and SOPs. - Gathering financial details of the deal - Populating data in OneAsk for analysis and...