Consumer Support Representative

ValueFinity, Inc.; New York (NY); On-site; USD 81,000 - 135,000; Full time

Job summary

ValueFinity in New York is seeking an Investment Advisor to support the branch with evolving responsibilities and to develop professionally. The role emphasizes proactive learning, client support, and building commercial awareness as duties adapt over time.

Successful candidates will pursue the CISI Masters in Wealth Management within 36 months, joining a team that values meticulous work, teamwork, and a strong service mindset for clients and the firm.

Qualifications

• Evidence of leadership skills, possibly seen with sporting achievements.
• Strong communication skills - both written and verbal.
• Understanding/interest in the financial services sector.
• A very high level of attention to detail and accuracy is vital.
• Organized and efficient.
• Strong team player.
• Willingness to study and complete CISI Masters in Wealth Management within the allotted time.

Responsibilities

• Possess a proactive and independent approach to studying and building commercial awareness.
• Learn and understand the firm’s systems and processes.
• Learn about the products and services provided to clients.
• Study and successfully complete the CISI Masters in Wealth Management within 30 months.

Skills

Leadership

Communication

Financial services understanding

Attention to detail

Organization

Teamwork

Education

CISI Masters in Wealth Management

Job description

The aim of the Investment Advisor scheme is to provide candidates with a comprehensive range of experience and training.

Investment Advisors will provide support and assistance to the branch/desk, but duties and responsibilities will change over time. You are expected adapt to these changing responsibilities and to use them in the learning as well to provide professional support to those using the department’s resources.

New York,NY, US

$55000 - $135000 per annum

Permanent, Full-time

20 Applicantions

Key Areas of Responsibility

Successful applicants will to possess a proactive and sometimes indendent approach, particularly when it comes to studying and build commercial awareness, which require bot self-motivation and commitment.

To become an effective and willing team member.

To learn and understand the systems and processes associated with The Firm.

To learn and understand about the products and service we provide to our clients

To study and successfully complete the CISI Masters in Wealth Management within the remaining 30 month period (36 months in total).

Required Skills

Evidence of leadership skills, possibly seen with sporting achievements or responsibilities.

Strong communication skills - both written and verbal.

Understanding/interest in the financial services sector.

A very high level of attention to detail and accuracy is vital.

Organized and efficient.

Strong team player.

We employ a long-established strategy of operationally intensive, sector-focused investing across all of our markets globally. We seek to invest in well-positioned companies with operational and strategic improvement potential and partner with management teams to create value by driving revenue and earnings growth.

“There are two things I look for in a financial adviser. Firstly, a thorough, up to date knowledge of all aspects of government rules and regulations pertaining to superannuation and investments.