What are the responsibilities and job description for the Financial Services Director position at Jobot?
Wealth Tech Company Overview
Our company specializes in providing technology and CRM, investment platform, practice management, M&A, and capital strategies to support independent registered investment advisors. We believe in putting our clients first and giving independence back to advisors.
About Us
We are a growing startup with a strong mission to deliver exceptional services to our network of advisors. Our team is responsible for the delivery and servicing of the investment platform, including Outsourced CIO services, portfolio management, research, due diligence, portfolio consulting support, market commentary, capital market transactions, and more.
Job Responsibilities
This role involves working as an integral part of our investment management arm, delivering high-quality services to our clients. You will be part of a team that provides comprehensive support to our network of advisors, ensuring they have access to the best possible solutions.
Benefits
We offer a competitive compensation package, including a salary range of $140,000 - $175,000 per year. Additionally, you can enjoy comprehensive health, dental, and vision insurance, 401(k) with company match, unlimited PTO, and a 20%-25% bonus.
Our company specializes in providing technology and CRM, investment platform, practice management, M&A, and capital strategies to support independent registered investment advisors. We believe in putting our clients first and giving independence back to advisors.
About Us
We are a growing startup with a strong mission to deliver exceptional services to our network of advisors. Our team is responsible for the delivery and servicing of the investment platform, including Outsourced CIO services, portfolio management, research, due diligence, portfolio consulting support, market commentary, capital market transactions, and more.
Job Responsibilities
This role involves working as an integral part of our investment management arm, delivering high-quality services to our clients. You will be part of a team that provides comprehensive support to our network of advisors, ensuring they have access to the best possible solutions.
Benefits
We offer a competitive compensation package, including a salary range of $140,000 - $175,000 per year. Additionally, you can enjoy comprehensive health, dental, and vision insurance, 401(k) with company match, unlimited PTO, and a 20%-25% bonus.
Salary : $140,000 - $175,000
