Financial Services Professional

2 weeks ago


Ellenville, New York, United States Sage Rutty and Co., Inc. Full time
About Sage Rutty & Company, Inc.

We are a comprehensive financial services firm with a rich history of success. Since 1915, we have been dedicated to recruiting and retaining top professionals in our industry who share our traditional values and unwavering ethical standards.

Job Summary

We are seeking a full-time associate to support our growth and success. The ideal candidate will have excellent written and verbal communication skills, time management skills, and strong organizational and prioritization skills.

Responsibilities
  • Assist with client service and operational duties
  • Ensure adherence to compliance and corporate policies
  • Support an established advisor practice with operational and sales support
Requirements
  • Mature and experienced individual with excellent communication skills
  • Strong organizational and prioritization skills
  • Series 7 and Series 66 licenses or ability to obtain within 18 months of hire

We offer a highly-competitive compensation and benefits package with a strong focus on professional growth and development. If you are a motivated and experienced individual looking for a challenging opportunity, please submit your application.



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