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Sage Rutty& Company, Inc., is growing and searching for a full time associate to assist with supporting that growth. Responsibilities include operational and sales support for an established advisor . This person will be responsible for assisting with client service, operational duties and ensuring adherence to compliance and corporate policies.
Candidate must be mature, experienced and possess excellentwritten and verbal communication skills, time management skills, as well asstrong organizational and prioritization skills. Ideal candidates will have Series 7 and Series 66 licenses.
Unlicensed candidates will be asked to obtain their Series 7 and Series 66 licenses within 18 months of hire.
Full Time
Investment Management
$64k-82k (estimate)
03/24/2024
08/30/2024
sagerutty.com
ROCHESTER, NY
50 - 100
1915
Private
WAYNE F HOLLY
$10M - $50M
Investment Management
Sage Rutty provides strategic and financial planning advises for families and industries.