Mainstay Capital Management, LLC · 6 hours ago
Investment Advisor / Financial Consultant
Troy, MI
Full-time
Onsite
Mid Level
$60K/yr - $200K/yr
3+ years expMainstay Capital Management is an independent, fee-only, Registered Investment Advisor with over $4.5 billion in assets under management. They are seeking an experienced Financial Advisor to help service their expanding client base, focusing on managing and developing client relationships without sales quotas.
AdviceAsset ManagementFinancial Services
Hiring Manager
David Kudla
Responsibilities
Managing existing client relationships
Developing new client relationships
This position is client relationship focused with no product sales or quotas to meet
Candidate is responsible for understanding and communicating client's goals, simplifying complicated financial concepts for clients, and ensuring the firm is meeting the client's broad range of financial needs
Candidate must be a flexible, open-minded team player with excellent organizational and communication skills
Qualification
Required
Candidate is responsible for understanding and communicating client's goals, simplifying complicated financial concepts for clients, and ensuring the firm is meeting the client's broad range of financial needs
Candidate must be a flexible, open-minded team player with excellent organizational and communication skills
Minimum three years of work experience investment/finance industry
Solid understanding of financial markets and investments
Ambition, high energy, and strong desire to succeed
Excellent communication and relationship building skills
Preferred
Bachelors degree preferred (preference in finance or business)
Ideal candidate has experience advising clients with retirement planning, asset allocation, estate planning, employee benefits, tax planning and insurance
Industry related designations (or working towards) such as CFP, CFA, or CPA preferred
Experience with a retirement planning software program such as RightCapital or MoneyGuide Pro preferred
Benefits
Our advisors are paid a base salary plus a generous quarterly bonus and other bonuses
We also provide a generous signing bonus: $20,000
Company
Mainstay Capital Management, LLC
Investing is much more complicated today than it was several years ago.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
David Kudla
CEO
Company data provided by crunchbase