Founder & CEO @ Stirlingshire | Financial Services, Portfolio Management
Highest Pay in The Industry & 100% WFH
Stirlingshire is here to give the Full-Service Asset Management model a much-needed makeover. Due to technological advances, there is virtually zero reason why any broker or advisor should be required to give a large percentage of their revenue to the firm they work for. Not to mention we don’t believe you should ever have to go back to the office if you don’t want to. We are currently hiring experienced Series 7 & 24's. All reps will permanently be on a 100% payout and 100% WFH. To be considered please submit your resume include your CRD # and a brief description of your business including # of accounts and AUM. 24's please indicate your supervisory experience. We are limiting hiring in the 1st year to 100 Registered Reps, so we encourage you to apply soon. In addition, the founder has set aside a 20% equity pool to be distributed to the first-year hires.
Key Responsibilities
The primary responsibility will be client servicing, capital sourcing and account prospecting across our platform
Analyze quantitative and qualitative information including drivers of performance, portfolio metrics and investment strategies.
Develop and maintain in-depth knowledge of financial markets, Stirlingshire products and services and competitive landscape.
Present financial trends, competitor behavior and share competitive insights from news publications, meetings or other sources
Effectively convey a cogent story/messaging around an investment strategy or firm philosophy.
Minimum Requirements
3+ years in a client facing role, specifically servicing UHNW/HNW clients.
Solid understanding of financial markets.
Exceptional relationship building skills.
Excellent communication and presentation skills.
Comfortable interacting with sophisticated clients.
Series 7, and 63 or 66 required
Minimum travel required as positions are 100% remote
Employment type
Full-time
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