Industry leading Fiduciary Governance, Investment Research and ERISA Consultancy - Upholding a New Fiduciary Standard
Old Slip Capital Management is committed to partnering with organizations in an advisory capacity. Our teams in-depth and experience allows them to provide comprehensive consultation of both the industry and the markets. Our team is able to help organizations strategize and navigate goals on an individual company basis. Whether one is seeking transactions such as acquisitions, divestitures, and mergers, private or public transactions and management-led buyouts, we have the resources, experience, and capabilities to work closely with clients to achieve the desired results.
Your wealth brings unique financial management challenges. Experience how our personalized approach to meeting your financial needs, coordinated with your overall wealth management plan, can leave you free to focus on life's most important endeavors.
With considerable wealth comes the challenge of integrating all of the services and experience needed to sustain it. Let our advice-driven family office management help preserve your family's current lifestyle and continue your legacy. An integrated approach for complex needs. Designed for families with complicated wealth management concerns that cross multiple disciplines and generations, our family office services integrate your financial and life management needs.
Old Slip Benefits and Insurance Group provides a complete range of insurance and risk management consultation, products and services to individuals and institutions.
A comprehensive wealth education and communication program can guide your family along the path to preserving your wealth and values. Discover why family governance is an integral part of our wealth planning services, and how it can help your family operate more efficiently and harmoniously.
At Old Slip Benefits and Insurance Services, we provide corporations and non-profits with cost-effective executive and employee benefit management services and plans. Our experienced benefits advisors craft custom-designed employee benefit plans that help our clients recruit, retain and reward key employees.
Financial Advisor (Trainee) Position
New York, NY; West Palm Beach, FL; Miami, FL; Houston, TX; Chicago, IL; Los Angeles, CA; Philadelphia, PA
We are looking for confident, personable and driven individuals to serve as financial representatives. As an Old Slip Capital Financial Advisor, you will prospect for potential clients, both individual and corporate, and develop a practice within the financial services industry. Our most successful Financial Advisors are those who consistently build relationships and leverage them into business opportunities.
Financial Advisor Responsibilities:
Prospecting and networking via face-to-face meetings with potential clients.
Closing and executing finance and sales transactions.
Servicing existing clients.
Analyzing and compiling finance presentations.
Attending finance training sessions and meetings.
Financial Advisor Requirements:
You must have a strong entrepreneurial spirit bolstered by confidence, persistence and a high degree of personal integrity.
It is expected that you will utilize the finance knowledge that you have gained and the networks that you have built in your professional life in order to develop and expand your career as a Financial Services Representative.
4 year degree.
Excellent communications skills, verbal and written.
Authorization to work in the Unites States.
Sales and finance experience is helpful, but not required.
Securities registrations – You will be sponsored to take the Series 7 and 66 examinations.
Financial Advisor Benefits:
As an Old Slip Capital Financial Advisor, you can look forward to career advancement opportunities within the company, and the potential for a high income. The extensive compensation package available to eligible Financial Services Representative includes:
Competitive commissioned based payout structure on all lines of business.
Health, dental, life and disability insurance.
401(k) plus employer match.
About Old Slip Capital
Old Slip Capital gives you the tools you need in order to build your own base of clients. Our dedicated support staff and multitude of competitive products provide you with ample resources with which to serve your clients' financial needs.
If you want to unlock your potential as a financial sales rep, apply to join our team at Old Slip Capital. Old Slip Capital is positioned with the strength and resources to help talented people reach their potential. We continue to work together toward our shared ambition of becoming the preferred company in the industry by differentiating ourselves through the quality of our products as well as through our service and solid performance.
Equal Opportunity Employer M/F/D/V.
Job Type: Full-time