Associate Investment Advisor
3 weeks ago
Company Description
Flagship Capital Management. located in Media, PA, is a privately held Registered Investment
Advisor founded in 1990. Flagship utilizes a team approach to provide understandable, prudent
unbiased financial solutions to meet the needs of its clients. Flagship clients include: individuals,
endowments and retirement plans.
Summary of Services
Flagship, working with its clients develops an investment policy based upon the investment
needs and goals of the client. The investment policy will be tailored to conform with the risk
profile, return objectives and time horizon for the client’s assets.
We utilize in-house investment selection to create targeted portfolios of assets designed to
provide capital preservation and appreciation along with income and liquidity. Flagship employs
both fundamental and technical methods of analysis when selecting securities and managers for
inclusion in its’ portfolios.
Role Description
This is a full-time on-site role for an Associate Investment Advisor at Flagship Capital Management. The Associate Investment Advisor will be responsible for assisting clients with financial planning, providing investment advice and strategies, and offering exceptional customer service. Administrator services will also be expected.
Qualifications
- Bachelor's degree in Finance, Economics, Accounting or related field
- Knowledge of Investment Strategies and Finance
- Excellent customer service and communication skills
- Detail-oriented and proactive approach to problem-solving
- Ability to work in a team-oriented environment
- Series 65 must be obtained within 6 months
- Strong Excel skills required
- Knowledge of Advyzon Portfolio Software a plus
- Relevant certifications such as CFP or CFA are a plus
-
Associate Investment Advisor
1 week ago
Media, United States Flagship Capital Management Full timeCompany Description Flagship Capital Management. located in Media, PA, is a privately held Registered Investment Advisor founded in 1990. Flagship utilizes a team approach to provide understandable, prudent unbiased financial solutions to meet the needs of its clients. Flagship clients include: individuals, endowments and retirement plans. Summary of...
-
Associate Investment Advisor
4 weeks ago
Media, United States Flagship Capital Management Full timeCompany Description Flagship Capital Management. located in Media, PA, is a privately held Registered Investment Advisor founded in 1990. Flagship utilizes a team approach to provide understandable, prudent unbiased financial solutions to meet the needs of its clients. Flagship clients include: individuals, endowments and retirement plans. Summary of...
-
Associate Investment Advisor
13 hours ago
Media, United States Flagship Capital Management Full timeCompany Description Flagship Capital Management. located in Media, PA, is a privately held Registered Investment Advisor founded in 1990. Flagship utilizes a team approach to provide understandable, prudent unbiased financial solutions to meet the needs of its clients. Flagship clients include: individuals, endowments and retirement plans. Summary of...
-
Financial Advisor
2 weeks ago
Media, United States Members Wealth LLC Full timeJob DescriptionJob DescriptionWhy do advisors join? It is the structure!“It’s very simple. It’s the structure of the firm. All of the client services. Having investment, tax and planning specialists in house to meet your client’s needs. And then the collaborative approach, working with your clients to help them achieve their financial objectives.”...
-
Financial Advisor
1 day ago
Media, United States Members Wealth LLC Full timeJob DescriptionJob DescriptionWhy do advisors join? It is the structure!“It’s very simple. It’s the structure of the firm. All of the client services. Having investment, tax and planning specialists in house to meet your client’s needs. And then the collaborative approach, working with your clients to help them achieve their financial objectives.”...
-
Customer Sales Advisor
1 week ago
Media, United States The Goodyear Tire & Rubber Company Full timeIMMEDIATELY HIRING!!! – APPLY TODAY!!! Just Tires is an automotive service provider that has a high focus on customer experience and satisfaction. We offer a fun, fast paced work environment, with competitive base pay. Our comprehensive benefit package includes medical plans, 401(k), certification reimbursement and paid vacations. At Just Tires, we invest...
-
Life Skills Associate
1 week ago
Media, United States Elwyn Full time**SHIFT DETAILS**: - weekends / on call / Flex **About Elwyn** - Since 1852, Elwyn has helped people with autism, intellectual, developmental, and behavioral challenges lead meaningful lives. As an internationally recognized nonprofit human services organization, we have always been on the forefront of innovation. Please join us to make a difference in...
-
Life Skills Associate
2 days ago
Media, United States Elwyn Full time**SHIFT DETAILS**: - weekends / on call / Flex **About Elwyn** - Since 1852, Elwyn has helped people with autism, intellectual, developmental, and behavioral challenges lead meaningful lives. As an internationally recognized nonprofit human services organization, we have always been on the forefront of innovation. Please join us to make a difference in...
-
Life Skills Associate
7 hours ago
Media, United States Elwyn Full time**SHIFT DETAILS**: - weekends/on call/Flex **About Elwyn** - Since 1852, Elwyn has helped people with autism, intellectual, developmental, and behavioral challenges lead meaningful lives. As an internationally recognized nonprofit human services organization, we have always been on the forefront of innovation. Please join us to make a difference in the...
-
Life Skills Associate
2 weeks ago
Media, United States Elwyn Full time**SHIFT DETAILS**: PRN/Flex Hourly Rate: $17.00 Sign-On Bonus: $1,500 **About Elwyn** - Since 1852, Elwyn has helped people with autism, intellectual, developmental, and behavioral challenges lead meaningful lives. As an internationally recognized nonprofit human services organization, we have always been on the forefront of innovation. Please join us to...
-
Life Skills Associate
2 weeks ago
Media, United States Elwyn Full time**SHIFT DETAILS**: Friday-Monday, 3:00PM-11:00PM Hourly Rate: $16.00 Shift Differential: $1.00 Sign-On Bonus: $1,500 **About Elwyn** - Since 1852, Elwyn has helped people with autism, intellectual, developmental, and behavioral challenges lead meaningful lives. As an internationally recognized nonprofit human services organization, we have always been on...
-
Senior Vice President, Accounting
2 weeks ago
Media, United States Anchor Health Properties Full timePosition: Senior Vice President, Accounting Location: Media, PA Job Id: 185 # of Openings: 1 Senior Vice President of Accounting Media, PA Who We Are Anchor Health Properties is a national full-service healthcare real estate development, management, and investment company. We are purpose driven, “pursuing better healthcare through real estate solutions”...
-
Respiratory Therapist
2 weeks ago
Media, United States Main Line Health, Inc. Full timeDescription: Could you be our next Respiratory Therapist at Riddle Hospital? Why work as a Respiratory Therapist with Main Line Health? * Be on the Cutting Edge! With the latest technology at your fingertips, you will be able to provide the highest quality of respiratory care to all patient populations. Help assess patients and facilitate appropriate care...
-
Respiratory Therapist
2 days ago
Media, United States Main Line Health, Inc. Full timeDescription: Could you be our next Respiratory Therapist at Riddle Hospital? Why work as a Respiratory Therapist with Main Line Health? * Be on the Cutting Edge! With the latest technology at your fingertips, you will be able to provide the highest quality of respiratory care to all patient populations. Help assess patients and facilitate appropriate care...
-
Mammography Technologist
2 weeks ago
Media, United States Main Line Health Full timeDescription: Could you be our next Mammography Technologist at Riddle Hospital? Why work as a Mammography Technologist with Main Line Health? Make an Impact! Have an impact on the lives of the patients you see! You'll work closely with your patients by putting their minds at ease during their critical procedure. Performing mammographic procedures by...
-
Respiratory Therapist
3 days ago
Media, United States Main Line Health Full timeDescription: Could you be our next Respiratory Therapist at Riddle Hospital? Why work as a Respiratory Therapist with Main Line Health?Be on the Cutting Edge! With the latest technology at your fingertips, you will be able to provide the highest quality of respiratory care to all patient populations. Help assess patients and facilitate appropriate care in...
-
Respiratory Therapist
2 days ago
Media, United States Main Line Health Full timeDescription: Could you be our next Respiratory Therapist at Riddle Hospital? Why work as a Respiratory Therapist with Main Line Health?Be on the Cutting Edge! With the latest technology at your fingertips, you will be able to provide the highest quality of respiratory care to all patient populations. Help assess patients and facilitate appropriate care in...