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Cogent Private Wealth is an innovative and fast-growing Registered Investment Advisor (RIA) backed by the strength and resources of Cogent Bancorp. We are dedicated to providing personalized financial planning and investment management services to our clients, helping them achieve their financial goals and secure their financial future.
Position Overview
We are seeking a highly motivated and experienced Investment Advisor to join our dynamic team. As an Investment Advisor at Cogent Private Wealth, you will play a critical role in helping our clients make informed investment decisions, manage their portfolios, and build long-term wealth. You will have the opportunity to work closely with clients, provide expert financial advice, and contribute to the growth of Cogent Private Wealth. Positions are available in each of our Florida markets: Orlando, Tampa, Clearwater/St. Pete, Jacksonville, and Naples/Ft. Myers
Responsibilities
1. Client Engagement:
2. Investment Management:
3. Financial Planning:
4. Compliance and Reporting:
5. Business Development:
Full Time
Banking
$67k-92k (estimate)
05/11/2024
07/10/2024
cogentbank.net
ORANGE CITY, FL
50 - 100
2018
DAVID BRIDGEMAN
<$5M
Banking