Director of Investment Operations

New York, NY

Responsibilities

 

  • Provide concierge service to all clients as it relates to their investment accounts and their planning
  • Run life insurance, college education, retirement and estate planning analyses
  • Analyze client’s existing investment portfolios

 

Requirements

 

  • FINRA Series 7 and 63
  • Life & Health Insurance License- preferred
  • Minimum 2 years’ experience in the financial services industry
  • Detail oriented, terrific follow-through and personable with all clients

 

 

 

 

 

Note: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, we will keep your resume on file for future opportunities and may contact you for further discussion.

Date Posted 2/8/2021
Salary $70,000 - $100,000







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