Log In
Sign Up
Opportunity with Wealth Management Firm in Midtown-NYC
Title: Director of Investment Operations
Requirements:
- FINRA Series 7 and 63
- Life & Health Insurance License- preferred
- Minimum 2 years’ experience in the financial services industry
- Detail oriented, terrific follow-through and personable with all clients
Duties:
- Provide concierge service to all clients as it relates to their investment accounts and their planning
- Run life insurance, college education, retirement and estate planning analyses
- Analyze client’s existing investment portfolios
Compensation:
- Competitive base salary based on experience with bonus potential
- Health insurance
- Ongoing industry education and credentials encouraged and paid for by employer
Who You Are:
- You’re reliable and dynamic. You consistently meet deadlines while prioritizing and balancing varied demands without missing details.
- You know the value of meaningful service and derive satisfaction from helping others.
- You value working as part of a small team.
- You’re looking for a long-term position with unlimited growth potential.
IND123