Lead Advisor, LLC is a wealth management consulting and search firm. This role involves assisting senior associates with investment onboarding, portfolio trading, and ongoing compliance, as well as preparing for meetings and coordinating operations according to firm standards.
Responsibilities
- Assist senior associates with investment onboarding
- Portfolio trading
- Asset movement
- Ongoing compliance
- Meeting preparation and post-meeting follow-up assistance for advisors and senior associates
- Handle operations in coordination with firm standards
Skills
- Bachelor's degree
- Active series 7 and 66 or Series 6 and 63
- Candidates should have problem-solving abilities & research skills
- Demonstrate an interest in financial markets and macro-level economic trends
- Proficient in Microsoft Excel as well as other Microsoft Office applications
- Self-starter with the ability to work independently and be resourceful
- Strong organizational skills with the ability to manage time efficiently
- Desire to learn & easily adaptable
Company Overview
Lead Advisor offers wealth management services, guidance, private research, and a job board for top talent. It was founded in 2020, and is headquartered in Boston, New York, USA, with a workforce of 2-10 employees. Its website is https://lead-advisor.com.
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