Senior Investment Associate - Kirkland
1 month ago

Job summary
The selected candidate will be eligible for a signing bonus.Join a growing team and use your analytical and communication skills as well as industry knowledge to help clients obtain their financial goals and plan for the future.
+Responsibilities
- Gather client suitability information, open new accounts, and assist with asset gathering.
- Facilitate the transfer of funds and securities and the issuance of checks, wire transfers and ACH disbursements when requested.
- Process investment advisory agreements and monitor account surveillance on the AdvisoryLink platform.
Job description
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