Investment Advisor Support Specialist

Gladsoftit; New York (NY); Presencial; USD 55.000 - 135.000; Jornada completa

Descripción de la vacante

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.

Formación

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

Responsabilidades

• 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.

Conocimientos

Leadership skills

Strong communication skills

Attention to detail

Descripción del empleo

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.