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.