Investment Advisor

Salary - $80-90k

Job Summary:

• Responsible for partnering with the Private Bankers and Trust Officers on implementing Investment strategies for client portfolios.
• Develop new business through referrals from existing clients and their intermediaries.

Primary Responsibilities:

• Establish and maintain long-term relationships with prospective and existing client base.
• Accurately assess clients’ investment needs, define and implement investment strategies accordingly, using equity, fixed income and/or balanced portfolios.
• Ensure that clients’ needs are met, to include communications, reporting, scheduling meetings as necessary, etc.
• Proactively develop new business opportunities and referrals from existing client base and their intermediaries.
• Collaborate with sales force by referring appropriate leads and attending sales finals as necessary

Job Requirements:

• Undergraduate degree, MBA and/or CFA desired.
• At least 3 years of experience as an Investment Advisor.
• NASD licensing requirements: Series 7, 63.
• Demonstrated experience in establishing and maintaining long-term client relationships with high net worth individuals, as well as developing new business opportunities.
• Excellent communication and interpersonal skills.
• Ability to manage large book of approximately 250 clients.

CLICK HERE TO APPLY

For more info call Bernard at 212-385-0717

Or e-mail: bmarrazzo@meridianpartnersny.com