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Investment Associate

Lead Advisor
Stamford, CT Full Time
POSTED ON 1/16/2025 CLOSED ON 4/15/2025

What are the responsibilities and job description for the Investment Associate position at Lead Advisor?

Lead Advisor, LLC is a wealth management consulting and search firm. This role is for a client firm. For other roles please visit : jobs.lead-advisor.com.

Abbreviated Description :

We are helping a wealth management firm in Stamford hire an investment professional to focus on the client experience, trading, onboarding and other functions.

Qualifications :

  • Bachelors Degree
  • Active Series 7 and 66
  • 3 years of investment service and operations experience.

This role is 4 days in office.

Investment Banking Associate
Burnham Sterling -
Greenwich, CT
View Job Details

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