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Registered Investment Advisor

Registered Investment Advisor

Joseph Gunnar & Co., LLCGarden City, NY, United States
30+ days ago
Job type
  • Full-time
Job description
  • CURRENTLY SERIES 7 REGISTERED REPS ONLY
  • SALARY & BONUS and Full benefits
  • PRIVATE EQUITY SALES
  • Joseph Gunnar & Co., LLC is a full-service broker-dealer founded in 1997 dedicated to assisting investors in achieving their financial goals. The firm's capabilities include investment banking, corporate finance, sales and trading, and equity research services. Private clients have access to unique investment opportunities not found at larger competitors, while corporate clients benefit from a value-added component to financings.

    Role Description

    This is a full-time on-site role for a Registered Investment Advisor located in Garden City, NY. The Registered Investment Advisor will be responsible for providing financial planning, investment strategies, finance guidance, and exceptional customer service to private and corporate clients. Private Equity and Investment Banking sales.

    Qualifications :

    • Finance knowledge
    • Customer Service excellence
    • Experience in Investments
    • Strong analytical and communication skills
    • Series 7 REQUIRED and Series 65 or 66 licenses preferred
    • SALARY & BONUS and Full benefits
    • This is a full time position with generous bonus structure and payout and benefits.

    • Please make sure to email your resume to [email protected]
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    Investment Advisor • Garden City, NY, United States

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