Senior Investment Associate/Investment Associate - Los Angeles

Only for registered members Los Angeles, United States

3 weeks ago

Default job background
$55,000 - $88,000 (USD)
+ 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.
+ Identify business development opportunities with the goal of increasing revenue, enhancing client relationships and streamlining day-to-day processes.

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