YMI Service Group’s Post

New Positions for Financial Investment Advisors- Who might be looking/interested in the New Haven, CT area- Please message us for details! Investment Advisor   Facilitates sales initiatives and business development opportunities within our Client on behalf of their 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.   ·       Must be available to be onsite at Customer HQ site in New Haven, CT 4 days a week ·       Must be available to get FINRA Series 65 within 60 days of start date-   $55K Starting Salary without Series 65, $60K to those that already have (those who start without Series 65 will increase to $60K upon successful completion)   This is an Incentive Compensation Based role- 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 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 firms 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: 1-3 years related work experience or equivalent combination in training and experience. ·       Interest in finance and economics. Client relationship management software experience is a strong plus.