compensation: Compensation is commensurate with experience. Also includes incentive compensation opportunities based on performance. employment type: full-time
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Holmes Investment Management, Inc.
Position Title: Full-Time Financial Advisory Associate
Location: Brockton, MA with free parking
Schedule: 35-40 hrs/week
Education: Graduate student, preferably in financial planning or finance, or graduate with MS degree
Certifications: CFP preferred, or program in process
Experience: Working knowledge of financial markets, securities, financial planning and/or 2 - 4 years of relevant financial experience, option trading experience a plus
Seeking a talented and energetic individual experienced in financial planning to work for owner-led Registered Investment Adviser (RIA). The ideal candidate should be a self-starter and looking to grow into this expanding role.
Key responsibilities include:
• portfolio administration with trading securities,
• execution and filing of client related documentation,
• cash management,
• client support and
• financial planning and experience with eMoney is helpful, but not required,
• option trading experience preferred, but training will also be provided
Individuals with Series 65 preferred, or working towards within 6 months.
Compensation is commensurate with experience. Also includes incentive compensation opportunities based on performance.
If interested please email me your cover letter and resume to email@example.com.
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