- Financial Planning and Investment Management experience of 5+ years
- Strong customer relationship skills
- Proactive networking and strategic relstionship building
- Strong desire to build a thriving practice
- Excellent verbal and written communication skills
- Attention to detail and analytical thinking
- Ability to prioritize and manage multiple tasks
- Series 7 & 65 or 66 licenses
- Bachelor's degree in Business, Psychology, Finance, or Economics helpful.
- Certified Financial Planner (CFP) or Certified Financial Alayst (CFA) a benefit.
Senior Investment Advisor - Daytona Beach, United States - Compass Asset Management LLC
Description
Company Description
Compass Asset Management Group is a bespoke wealth management firm located in Newburgh, NY and Daytona Beach, FL. We specialize in providing sophisticated and insightful wealth management solutions to discerning clients. Our knowledgeable team works with successful professionals such fields as legal, medical, technology, and engineering to navigate the complexities of executive compensation, stock options, 401(k) rollovers, retirement planning, and business succession. We offer personalized consultations and focus exclusively on helping clients achieve their personal financial goals.
Role Description
This is a full-time hybrid role for an Investment Advisor Represetative at Compass Asset Management Group. The Advisor will be responsible for providing relationship driven financial planning services, thoughtful investment management advice, and delivering exceptional customer service. Opportunities are in both our NY & FL offices.
Qualifications