Investment Advisor - Experienced
If your focus is portfolio management and developing long-term client relationships, instead of selling packaged products, we offer an alternative approach to the large brokerage firms. If you’re looking for more freedom and independence as an Investment Advisor, along with earning a much higher payout, we provide that environment, as well.
In the role of Experienced Investment Advisor, you will work to transition your existing client Base to our platform. Overall, you will be responsible for assessing and providing customized investment solutions to help clients achieve their long term financial goals. Your goal is to demonstrate to clients and prospects the value of Left Brain Wealth Management’s platform resulting in asset accumulation and retention.
- Series 65 or 66 license
- Extensive track record of professional successes and established book of business.
- Clean compliance record.
- Outstanding service-oriented communicator.
- Possess comprehensive industry and investment knowledge.
Investment Research Analyst (Full or Part Time)
In this role, you will assist the firm’s President on assignments that involve valuing, uncovering, evaluating, researching and modeling securities. This position does involve creating presentations (Powerpoint or Keynote decks) and reports. 2-3 years previous experience in the investment markets required.
We’re searching for someone who’s talented, hard working with passion for the markets who can work as a generalist as we will require work on various securities including Equities, Fixed Income, Options, Commodities, Hi Yield, Closed-End funds, Municipals, Emerging Market stocks and bonds, convertibles, etc. This position will allow the candidate to develop and present his/her own ideas through well researched and informed analysis.