This role will either be an Analyst or Associate level depending on the candidate’s experience.
Requirements:
- An undergraduate degree or equivalent work experience is required
- SIE + Series 7 and 63 licenses required (if not already licensed, successful candidate will be required to sit for these exams shortly after joining the team)
- 0-6 years’ experience
Skills:
- Client Management
- Relationship Building
- Customer and Client Focus
- Attention to Detail
- Financial Management
- Communication
- Analytical Thinking
- Financial Analysis
- Innovative Thinking
- Research Analysis
1st shift (United States of America)