Associate Investment Advisor | Multi-Family Office Job at ECG Resources, Inc., Westport, CT

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  • ECG Resources, Inc.
  • Westport, CT

Job Description

Job Description

Associate Investment Advisor | Westport

A long-established Multi-Family Office in Westport seeks an investment-focused, client-facing advisor with an entrepreneurial spirit to help the firm grow, including long-term equity potential.

Key Responsibilities

• Acting as a key point of contact for clients, in conjunction with the firm’s senior advisors

• Regularly interfacing with HNW clients in a proactive manner, solving client issues and

handling requests promptly and professionally

• Responding to client inquiries on a wide variety of topics related to the firm’s services, and

identifying when to include additional team members where appropriate

• Gathering relevant client information comprehensively, both for suitability purposes as well

as identifying opportunities to gain firm wallet share and drive referrals

• Providing support in growth initiatives, from further developing our marketing strategy to

building a strong rapport with current and potential clients

Qualifications and Experience

• Minimum of 3 years of experience in investment advisory or wealth management

• Strong investment knowledge and analytical foundation

• Series 65 or 66 preferred

Relocation Assistance Provided.

Job Tags

Work at office, Relocation package,

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