Financial Advisor, Sales Assistant, Trainee Job at Alliance Global Partners, Westport, CT

V1puQW5WTERhSkpnRG5vdEFicjEyeVJGK2c9PQ==
  • Alliance Global Partners
  • Westport, CT

Job Description

Job Description

Job Description

Financial Advisor Position Opportunity

We are a New York City, full-service, national investment banking firm with a 43-year history of serving both retail and institutional clients, with more than 18 locations across the United States.

website

As we continue to grow, we are seeking established Financial Advisors as well as junior advisors and Sales assistants, both FINRA-licensed and trainees looking to join and work in our Westport Connecticut office. (trainee positions available as well.) We will sponsor for all FINRA licenses

Primary responsibilities for this position, as appropriately licensed include:

  • Leading relationships with high-net-worth clients by providing high-touch comprehensive wealth management services;
  • Constructing and ultimately overseeing all aspects of managing multiple client relationships, including:
    • Research related to financial, estate, and investment planning;
    • Presenting, meeting, and developing recommendations to clients and prospective clients;
    • Overseeing implementation of agreed-upon recommendations; and
    • Coordination with members of the client’s advisory team, including:
      • Portfolio managers and operations
      • Tax advisors
      • Estate counsel
      • Other professionals
  • Ongoing monitoring and management of the client’s wealth management plan;
  • Scheduling, coordinating, and actively participating in client meetings;
  • Communicating the full range of the Company’s services and capabilities to clients and prospective clients; and
  • Proven ability to identify and close new business development opportunities.

Positions are limited. We are looking for hardworking individuals to join our thriving company.

Website

If interested you can contact us

Company Description

A.G.P. / Alliance Global Partners is a regional investment and advisory firm that has been a member of FINRA and registered with the SEC since 1980. A.G.P. specializes in wealth management and the middle market institutional arena. We have Full-Service capabilities with a global ability to handle domestic as well as international customers. A.G.P. prides itself on providing its clients with boutique-level services along with the confidence of knowing their assets are held at Fidelity Custody and Clearing and RBC Custody and Clearing. Whether a client is looking for wealth management advice, Institutional services, or investment banking, we have a track record and a proven team to assist. We pride ourselves on long-lasting relationships with our clients, ranging from some of the largest institutions and crossing over to the individual investor. We strive to make sure your interests become our interests.

Company Description

A.G.P. / Alliance Global Partners is a regional investment and advisory firm that has been a member of FINRA and registered with the SEC since 1980. A.G.P. specializes in wealth management and the middle market institutional arena. We have Full-Service capabilities with a global ability to handle domestic as well as international customers. A.G.P. prides itself on providing its clients with boutique-level services along with the confidence of knowing their assets are held at Fidelity Custody and Clearing and RBC Custody and Clearing. Whether a client is looking for wealth management advice, Institutional services, or investment banking, we have a track record and a proven team to assist. We pride ourselves on long-lasting relationships with our clients, ranging from some of the largest institutions and crossing over to the individual investor. We strive to make sure your interests become our interests.

Job Tags

Traineeship,

Similar Jobs

Jobot

Systems Engineer (VMware, Citrix, Azure, and Windows) Job at Jobot

 ...Systems Engineer to join our team. In this role, you will be responsible for the design, implementation, and maintenance of our Windows, VMware, Active Directory infrastructure and Citrix Virtual Apps and Desktops environment. Your expertise in both Windows, VMware and... 

Domino's Pizza, Inc.

Pizza Makers All Shifts! (03088) Job at Domino's Pizza, Inc.

 ...in your step? You want the best job in the world! And schedules that work with you, not against you? That's right, we live to beat the rush and make it possible to make, bake or take pizzas during the hungry hours of the Maker, Restaurant, Shift Domino's Pizza, Inc.

PYLE POOLS, Inc.

Swimming Pool Technician 2024 Job at PYLE POOLS, Inc.

 ...25.00 per hour Job Type: Full-Time Location Pyle's Pools manages several pools in the greater Indianapolis region of Indiana...  .... Technicians responsible for a route of 8-10 commercial swimming pools per day. Responsibilities include cleaning swimming pools... 

Saic

Executive Protection Agent Job at Saic

DescriptionThe Executive Protection Agent will provide for the welfare, physical protection, and security of a high-profile client by performing armed and/or unarmed executive protection assignments.This position is located in Reston VA, up to 50% travel required.Duties... 

Headway

LCP (Virtual) Job at Headway

" Remote Licensed Clinical Psychologist Wage: Between $90-$174 an hour Are you a Licensed Clinical Psychologist looking to launch a private practice, or grow your existing practice? Headway can help you earn more through insurance! Headway supports thousands...