Investment Specialist jobs in New Haven, CT

Investment Advisor Representative
New Haven, CT (Onsite)
Direct Hire



Overview :
Facilitates sales initiatives and business development opportunities within Company’s Asset Advisors on behalf of our proprietary suite of mutual fund investment products. Support additional distribution channels (omnibus, broker-dealer, third-party) as demand dictates. Serves as the main point of contact for inbound inquiries from clients and executes targeted campaigns. Coordinates with internal parties and external vendors to establish and service accounts on an ongoing basis.


Core Responsibilities:

• Learn and understand proprietary offering of investments, spanning mutual and commingled funds and separate account strategies
• Understand external vendor portals that will be necessary for establishing accounts and maintain thereafter.
• Establish relationships with interested parties to facilitate asset growth for company investments
• Identify areas of growth based upon historical success with client and account types, geographies, and/or specific strategies
• Create standardized, as well as custom, client content across all products
• Produce regular and ad hoc materials for internal management that reflects the business and sales cycle
• Communicate with other internal departments to source
• Resolve client inquiries using internal applications and external vendors
• Acquire and maintain necessary securities licensing Series 65

Skill Qualifications:
Required: 

• Desire to be in sales and role and comfortable in front of clients.
• Foster a sense of teamwork while assisting others when needed.
• Maintain a commitment to quality and attention to detail.
• High ethical and moral standards that mirror the firm’s values and principles.

Preferred: 

• Comfort with Microsoft suite of products (Excel, Word, PowerPoint), entrepreneurial, strong interpersonal skills and customer service abilities.
• Public speaking abilities a plus.

Education and Experience Qualifications:
Required: 

• Bachelors degree in finance and/or marketing.
• MBA (or progress towards) desirable. 
• FINRA Series 65 Exam; able to be obtained shortly after hire

Preferred:

• Interest in 0-3 years related work experience or equivalent combination in training and experience. finance and economics.
• Client relationship management software experience is a strong plus.

About the Company:
USPRO

USPRO, a Boston-born and bred, woman-owned and operated company, has built a solid reputation as a top provider of temporary and permanent hiring solutions in the aerospace/defense, healthcare and manufacturing industry.

Our goal has always been to scour the land for the best in order to offer the best.

Our outstanding service model has earned us five-star prestige as a top supplier to government and private sector employers in the aerospace, manufacturing and healthcare industry.

Our mantra is simple: Working together, we’ll quickly set the standard that there are no limits to anything you’re looking to accomplish. No limits at all.

Company Size:
20 to 49 employees

Industry:
Staffing/Employment Agencies

Founded:
0

Website:
https://www.uspro.net/