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Job Description Looking for a full-time employee to grow with Vaughan & Co. Securities, Inc. We are a small family-owned Investment Firm located in Ridgewood, NJ. (We offer on-site parking and are three blocks from the train station and one block from the bus station.) The position will require candidate to have strong verbal and written communication skills. Initial position will concentrate on marketing efforts and acquiring broad financial knowledge. Candidate will have opportunity to expand their role as they see fit in areas of client service and financial planning.
Position Requires
- Strong communication skills.
- Positive, problem solving, client-service attitude.
- Ability to multi-task and handle various internal office administration and client-facing operations.
- Competency with technology and willingness to learn new technology. Experience with Bill Good Marketing System or other CRM, Web Design Programs, Wealthscape, Advyzon, Access Database, or Pontera a plus.
Compensation & Benefits
- Initial pay negotiable.
- Pay increases will be determined on an annual basis.
- Background check will be required.
Company Description
Vaughan & Co. Securities, Inc., a Registered Investment Advisor located in Ridgewood, N.J. and family owned since 1986, helps select families achieve multi-generational prosperity. Although our investment advisory programs are equity oriented, we consider all of your financial assets and liabilities in developing a plan for our clients. All of our investment plans are incorporated with the client estate plan.
Vaughan & Co. Securities, Inc., a Registered Investment Advisor located in Ridgewood, N.J. and family owned since 1986, helps select families achieve multi-generational prosperity. Although our investment advisory programs are equity oriented, we consider all of your financial assets and liabilities in developing a plan for our clients. All of our investment plans are incorporated with the client estate plan.
