Senior Investment Professional
4 days ago
Overview
McDonnaugh Securities LLC is a fast-growing minority owned Broker/Dealer and Registered Investment Advisor. Our mission is to build a regional boutique financial service company with Independent Representatives/Financial Advisors which will provide investment advice and wealth management solutions to high-net-worth and Business clients.
Compensation Package
$80,000 - $120,000 per annum, depending on experience and qualifications.
Key Responsibilities
- Deliver personalized investment solutions to help clients work toward their long-term financial goals.
- Advise clients on investment strategies and other financial decisions.
- Assess clients' assets, liabilities, and overall financial conditions.
- Prepare presentations that recommend various financial products.
- Review and communicate portfolio performances to clients.
Qualifications and Skills
- Previous experience in banking, financing, or other related fields.
- Familiarity with investment products and services.
- Ability to build rapport with clients.
- Strong analytical and critical thinking skills.
- Excellent written and verbal communication skills.
About McDonnaugh Securities LLC
McDonnaugh Securities LLC has its principal offices in NYC and Long Island New York.
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