Registered Investment Advisor
📋 Role Overview & Responsibilities
Company Description Compass Asset Management Group is a bespoke wealth management firm located in Newburgh, NY and Daytona Beach, FL. We specialize in providing sophisticated and insightful wealth management solutions to discerning clients. Our knowledgeable team works with successful professionals such fields as legal, medical, technology, and engineering to navigate the complexities of executive compensation, stock options, 401(k) rollovers, retirement planning, and business succession. We offer personalized consultations and focus exclusively on helping clients achieve their personal financial goals.
Role Description This is a full-time hybrid role for a Registered Investment Advisor at Compass Asset Management Group. The Advisor will be responsible for providing relationship driven financial planning services, thoughtful investment management advice, and delivering exceptional customer service. Opportunities are in both our NY & FL offices.
Qualifications Financial Planning and Investment Management experience of 5+ yearsStrong customer relationship skillsProactive networking and strategic relstionship building Strong desire to build a thriving practiceExcellent verbal and written communication skillsAttention to detail and analytical thinkingAbility to prioritize and manage multiple tasksSeries 7 & 65 or 66 licensesBachelor's degree in Business, Psychology, Finance, or Economics helpful.Certified Financial Planner (CFP) or Certified Financial Alayst (CFA) a benefit.
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Click the “Apply for this Position” button on this page to submit your application directly to Compass Asset Management Group without recruitment intermediary fees.
Is this position eligible for remote work or visa sponsorship? ▼
This position is located in Newburgh, NY with potential relocation and sponsorship assistance depending on candidate qualifications.
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