Financial Advisor

Responsibilities

• Serve as the primary client facing advisor providing personalized guidance and financial planning
• Match clients with professionally managed investment strategies aligned to goals and risk profiles
• Deliver one on one service, portfolio reviews, and ongoing relationship management
• Provide clients access to high quality research, alternative investments, retirement strategies, and tax advantaged solutions
• Build long term relationships focused on trust, service, and performance
• We are also seeking Sales Traders to plan, track, and execute securities transactions across global markets using a broad range of equity and debt instruments
• Build long term client relationships through attentive service and market expertise
• Leverage in depth research and analysis on growth companies across North America and Europe
• Execute trades across major exchanges with access to advanced algorithmic trading tools
• Specialize in industry sectors to develop deep market knowledge and execution strength

• Competitive sign on bonus
• Ability to take over an existing book of business
• Independent platform with product agnostic solutions

• Bachelor's degree in Finance or related field
• 2+ years' of industry experience
• Strong understanding of the investment business