Job Description
This is an opportunity to join a world-class private equity training program with seasoned
mentors. New York-based boutique broker-dealer and wealth management firm looking for
recent college graduates with series 7 and 63 licenses that want to build a career in private
equity and investment management for retail and institutional customers. Base salary plus
commissions provided.
Qualifications
- Recent college graduates
- FINRA Series 7 and 63 license required
- Understanding of finance, investment banking, and investment management
- Strong people skills, network, self-starter, ambitious, engaging personality
- Well-organized with the ability to prioritize workload to complete tasks
- Strong communication and interpersonal skills, collaborative by nature
- Attention to detail and problem-solving ability
NYC-based, 5-days per week in-office
Job Description
If you are looking for a higher payout and access to private equity products, in addition to your
current investment business, we offer three clearing platforms, investment banking products,
private equity products, and insurance. The ideal candidate is someone at a larger firm with a
lower payout looking for an entrepreneurial environment to offer their customers access to
more investment products like Private equity and investment banking opportunities. Series 7,
66, or 63 required.
Qualifications
- FINRA Series 7 and 66 or 63 license required
- Understanding of finance, investment banking, and investment management
- Strong people skills, network, self-starter, ambitious, engaging personality
- Well-organized with the ability to prioritize workload to complete tasks
- Strong communication and interpersonal skills, collaborative by nature
- Attention to detail and problem-solving ability
NYC-based, 5-days per week in-office
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