Job Summary:

This role focuses on supporting the growth of a specialized investment business by engaging with advisors, overseeing the progression of potential customers, and collaborating with internal teams to develop key resources. Responsibilities include consistent follow-up with top advisors, creating comparisons and reports, scheduling meetings, and identifying new business opportunities. The position also involves field travel, mentoring colleagues, and working with marketing and compliance to create external content.

Key Responsibilities:

• Build and maintain relationships with advisors and internal teams.
• Assist with prospecting, managing reports, and scheduling.
• Support business development efforts and collaborate across departments.
• Participate in client meetings and travel as needed.

Qualifications:

• Bachelor’s degree in Finance, Business, or a related field.
• 3-5 years of financial services experience, ideally in a related investment role.
• Proficiency in Microsoft Office, especially Excel; Salesforce familiarity is a plus.
• Series 7 and 63 licenses preferred (or must be obtained within three months).
• Strong organizational, communication, and problem-solving skills.

This position is ideal for a proactive team player with a growth-oriented mindset, adaptability, and a willingness to work in a highly regulated environment.