A wealth management firm with four different areas of practice: wealth advisory, strategic advisory, private equity, and alternative equity. It has a culture that values transparency, ownership of projects, and teamwork.
- Bachelor’s degree in related field
- Someone who has experience with finance or sales with a business development background
- Driven by numbers and eager to learn
- Someone with experience of asset allocation
- Someone with a can-do attitude who is organized and can thrive in a fast paced environment
- Willing to take on administrative tasks associated with role
- Able to perform other duties as required
- Willing to do part time and full time
- Wealth management knowledge a plus
This position offers the ability to work remotely.
Salary range: Base salary $90 to 150k depending on experience with commission and benefits offered.
Please contact Jobs@beboldbeuma.com with subject “Interest in Asset Allocator position” and resume attached.