Sorry, this job was closed 1 year ago.
“Growing, fast-paced Registered Investment Advisor seeks detail oriented multi-tasker.”
Mainstay Capital Management is an independent, fee-only, Registered Investment Advisor with more than $2B AUM. We are a fast growing firm that has been ranked by Barron’s as one of the “Top 100 Independent Financial Advisors" in the country for the past eight years.
Mainstay Capital Management is seeking an investment professional interested in a rewarding career opportunity as a Financial Advisor.
Position responsibilities include:
Developing new client relationships, managing existing client relationships, including ongoing client contact and communications.
This position is client relationship focused with no product sales or quotas to meet.
Candidate is responsible for understanding and communicating client’s goals, simplifying complicated financial concepts for clients, and ensuring the firm is meeting the client’s broad range of financial needs.
Candidate must be a flexible, open-minded team player with excellent organizational and technological skills.
Desired Skills & Experience
Bachelors degree (preference for finance or business) and a minimum 3 years of work experience with investments are required or the equivalent in relevant work experience in the investment/finance industry. Masters degree preferred.
Solid understanding of financial markets and investments.
Industry related designations such as CFP, CFA, or CPA preferred.
Experience with custodial trading platforms, Portfolio Center, Plan Builder, and Morningstar Advisor Workstation preferred.
PC proficiency is required with a preference for strong working knowledge of Excel.
Ideal candidate has experience in investment analysis, portfolio management, trading, operations, and information technology.
Ability to communicate complex issues simply.
Ambition, high energy and strong desire to succeed.
Excellent communication and relationship building skills. High degree of personal integrity.
The ability to innovate, create, and manage multiple tasks and priorities is required.
Mainstay Capital Management is an independent, fee-only, Registered Investment Advisor with more than $2 billion under management. Through our portfolio development and management process, MCM takes full advantage of the investment options available in a client's 401(k), 403(b), IRA, or other type of managed account to meet his or her long-term goals and tolerance for risk. At Mainstay Capital Management we are committed to providing professional, personalized service. Additionally, with our staff of Certified Financial Planners and Chartered Retirement Planning Counselors, Mainstay offers advice and develops comprehensive solutions for any financial aspect of our client's life.
Posted date: 1 year ago
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