Consumer Support Representative

Gladsoftit; New York (NY); On-site; USD 55,000 - 135,000; Full time

Job summary

Gladsoftit is seeking an Investment Advisor in New York to support and assist their branch operations. The successful candidate will adapt to changing responsibilities while being proactive and committed to building commercial awareness. Strong leadership and communication skills are essential, alongside a high attention to detail.

The role requires completing the CISI Masters in Wealth Management within 30 months and understanding the firm's products and services. This is a permanent full-time position with a salary range of $55,000 to $135,000 per annum.

Qualifications

• Evidence of leadership skills from sports or responsibilities.
• Strong written and verbal communication skills.
• Interest in financial services.

Responsibilities

• Provide support to the branch and adapt to changing responsibilities.
• Understand the systems and processes of The Firm.
• Complete the CISI Masters in Wealth Management within 30 months.

Skills

Leadership skills

Strong communication skills

Attention to detail

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.

“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.