Investment Advisor/Client Relationship Manager

Mainstay Capital Management is seeking an investment professional interested in a rewarding career opportunity. Ideal candidate would have at least three years of client relationship and investment advisory experience with outstanding listening and communication skills. Ideal candidate would also have experience in investment analysis, portfolio management, trading, operations, and information technology. This position is client relationship focused with no product sales or quotas to meet. Candidate’s primary responsibilities would include, first and foremost, that the client has a positive experience with Mainstay Capital Management. This will be accomplished by understanding and communicating client’s goals, simplifying complicated financial concepts for clients, and ensuring we are meeting the client’s broad range of financial needs. Candidate must be a flexible, open-minded team player with excellent organizational and technological skills. Bachelors degree required, CFP and masters degree preferred. Experience with custodial trading platforms, Portfolio Center, Plan Builder, and Morningstar Advisor Workstation preferred. We can offer an exciting, fast-paced work environment and the opportunity to play a vital role in our firm’s growth.

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Important Consumer Disclosure

Mainstay Capital Management, LLC is an investment advisor registered with the Securities and Exchange Commission. Due to various state regulations and filing requirements, Mainstay and its representatives may only provide investment advisory services in those states in which it is first appropriately registered or otherwise exempt or excluded from registration requirements. The purpose of this website is to provide the public with general information about the services offered by our investment management firm. Mainstay does not render personalized investment advice or services or effect, or attempt to effect any securities transactions, on this website. Our firm continuously monitors its filing requirements in all states, and will provide individualized advisory services only in accordance with various state regulations. Mainstay does not make any representations or warranties as to the accuracy, completeness, or relevance of any information prepared by any unaffiliated third party provider, whether linked to Mainstay's website or incorporated herein. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.