Senior Product Designer

Gladsoftit; New York (NY); On-site; USD 25,000 - 35,000; Full time

Job summary

Gladsoftit is seeking Investment Advisors in New York, NY to provide support in a dynamic environment. Applicants will assist branches while adapting to evolving responsibilities and will be expected to complete the CISI Masters in Wealth Management within three years.

The role is a full-time permanent position with a salary range of $25,000 to $35,000 annually. Ideal candidates will show leadership, strong communication skills, and an understanding of financial services.

Qualifications

• Evidence of leadership skills, possibly shown through sporting achievements.
• Strong communication skills in writing and speaking.
• A keen interest in the financial services sector.

Responsibilities

• Support and assist the branch/desk while adapting to changing responsibilities.
• Study and understand systems and processes of The Firm.
• Complete the CISI Masters in Wealth Management within 36 months.

Skills

Leadership skills

Strong communication skills

Attention to detail

Understanding of financial services

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

$25000 - $35000 per annum

Permanent, Full-time

15 Applicantions

Key Areas of Responsibility

• Successful applicants will to possess a proactive and sometimes indendent approach, particularly when it comes to studying and building 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.”