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Client Adviser Covestor
Covestor is seeking a Client Adviser who is passionate about financial markets and helping people invest. In this role you will on-board prospects and help guide our existing clients to make informed investment decisions.Covestor is a SEC registered investment advisor and provides its clients access to an online marketplace of investment strategies. The Client Adviser role will be responsible for both ?closing? interested prospects and assisting existing clients build portfolios based on their specific goals and objectives utilizing the investment strategies available on the marketplace.
The Ideal Candidate
You are passionate about the markets having been through a training program at the Private Wealth Management division of a major wirehouse firm. You build relationships quickly over the phone and possess the ability to relate to a variety of different personal situations. You hate the ?product-pushing? nature of your current role and believe your clients could be better served with an alternative model for delivering investment management services. With your help, we intend to re-shape the way investment management is currently being delivered by the large wirehouse brokerage firms.
Requirements
General
Solid understanding of and strong interest in financial markets and investment strategies
Good listener, able to take client conversations and suggest investment strategies that are appropriate
Understanding of Compliance rules, regulations, and guidelines surrounding investment advise
Excellent communication, time-management and organization skills
Licenses
Series 7 & Series 66
Education
Bachelor's Degree or higher in Economics, Business, Accounting, Finance or other related field
Experience
3 to 5 years of professional experience working in an investment advisory capacity to mass-affluent (investable assets > USD 300k) individuals and households
Primarily conducted business through a managed account platform using a consultative approach
| Location: | Boston, MA United States |
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Covestor
Investors: Union Square VenturesAll Jobs: at Covestor
| Web Site: | www.covestor.com |
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| Headquarters: | 48 West 37th Street New York, NY 10018 United States |
| Industry: | IT Services |
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