Leeb Capital Management · 1 month ago
Solicitor/Investment Advisor Representative
United States
Contract
Remote
New Grad, Entry LevelLeeb Capital Management is an SEC-registered investment advisor based in NYC, seeking a Solicitor/Investment Advisor Representative to contact leads and acquire new clients. The role offers a flexible working schedule and includes a base wage plus generous commissions for new clients acquired.
FinanceFinancial ServicesImpact Investing
Hiring Manager
Scott Chan
Responsibilities
The solicitor will contact leads to acquire new clients for an SEC-registered investment advisor based in NYC
Candidate can work remotely
The hired candidate will register as an IAR under our company
Qualification
Required
At a minimum, the candidate must have passed the Series 65
Excellent verbal and communication skills
Ability to work independently but also must follow compliance rules and ethical standards
Preferred
Previous IAR experience preferred
Company
Leeb Capital Management
Leeb Capital Management, an SEC-Registered Investment Adviser, provides investment management services to individuals and institutions.
Founded in 1984
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase