Makkai Capital Group Intro:
Wealth is more than just money and assets. It is the reward of hard work and is one of the most important tools that people can use to bring change to their lives and the lives of others. This requires thoughtful planning and advice for making important decisions. We walk with clients on this journey as we work to build, manage and protect their wealth.
Compensation:
$70K - $100K+
Opportunity:
This role is an opportunity to join an established and growing financial firm where you can excel individually while belonging to a great team. The right-fit individual can expect long-term skill development and growing compensation while receiving excellent support.
Job Description:
- Provide financial planning and investment management services for existing and new clients.
- Participate in firm investment management, research, and asset allocation strategies.
- Acquire and develop new client relationships.
- Grow revenues year over year by engaging in business development activities including networking, social media, educational events, and strategic growth activities.
- Contribute to Team objectives by participating and interacting with professional communication, consistent day-to-day performance, and ability to reliably reach project goals.
- Adhere to company policy, compliance, and leadership direction.
- Show ability to work independently and as a member of the team.
- Work Location: Hybrid (Castle Rock)
Skills, Abilities, & Inclusion Criteria:
Makkai Capital Group candidates are adept at the following skills and abilities.
- Create and sustain an organized approach to their work.
- Expertly manage technical tasks relating to investment management and financial planning.
- Work intensely, persevere, and overcome challenges.
- Present a professional presence-experience in all interactions.
- Demonstrate excellent interpersonal communication skills.
- Driven by internal desire to succeed.
Knowledge & Other Inclusion Criteria:
- Show dedication to ongoing professional knowledge, measurable achievement, and skill development.
- Possess understanding of capital markets and financial planning strategies.
- Authorized to work in the U.S.
- Passionate about acquiring and serving clients to help them achieve their financial goals.
- Experience:
o 2 years in a Financial Advisor role or equivalent financial services experience.
o 5-7 years’ experience with direct client-facing personal banking, wealth management, trust, insurance, accounting, or estate account administration as a financial services professional.
- Have demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
- Possess or achieve a valid and active Series 7 license within 60 days of starting in the role as a condition of employment.
- Possess or achieve a valid and active Series 66 (63/65) within 60 days of starting in the role as a condition of continued employment.
- Possess or achieve a valid and active Life/Health insurance license within 60 days of starting in the role as a condition of employment.
- Bachelor’s Degree or Equivalent Experience
- Graduate Degree is a plus.
Short-term Benefits:
- Join a growing financial firm.
- Have immediate and ongoing access to leadership.
- Opportunity to impact income through client growth and development.
- Enjoy the liberty to provide customized client solutions.
- Various office expenses, office support, and marketing expenses covered.
Long-term Benefits:
- Grow with ongoing expert mentoring and training.
- Achieve consistent career trajectory and development.
- Develop valuable long-term relationships with team and clients.
- Build ownership over new client relationships.
Please email resumes and cover letter to info@iopsyte.com
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