Associate Advisor/Investment Associate
ISC’s team of Financial Services Recruiters is partnering with a prominent Global Wealth Manager. The firm specializes in providing customized investment management and investment advisory services to their clients – Ultra-High Net Worth individuals, families, trusts, foundations, and endowments. The role offers tremendous long-term career development and continued growth opportunities as they continue to expand.
The Associate Advisor/Investment Associate will be instrumental in partnering with UHNW Clients and will work closely with the Client Advisory and Portfolio/Investment teams. The Associate will provide customized client solutions partnering with the Client Service team, Portfolio Managers, and other specialized teams within the firm. Additional responsibilities include providing portfolio analysis, investment research, trade planning, financial presentations and analytical support and help to ensure consistency across all client relationships and offices.
Associate Advisor/Investment Associate Requirements- Do you have the following:
Associate Advisor/Investment Associate Rewards – If you qualify for this opportunity, the Firm offers the below:
Associate Advisor/Investment Associate Responsibilities:
How to Apply:
Please contact Anna Souers, email@example.com, 800-450-3808.
Referrals – Do you know someone who may be a fit?
· We gladly pay $500 for referrals that result in hire and keep all referrals confidential unless you ask us to use your name. We are looking for sharp Associate Advisor/Investment Associate – whose name comes to mind?