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Capital Advisor

Joseph Gunnar & Co., LLC
Garden, NY Full Time
POSTED ON 3/3/2025
AVAILABLE BEFORE 3/26/2025

About the Position

We are seeking a highly skilled Registered Investment Advisor to join our team in Garden City, NY. As a key member of our team, you will be responsible for providing investment strategies and financial advice to clients, while delivering exceptional customer service and building strong relationships.

We will collaborate to develop our Private Equity Fund and contribute to Investment Banking transactions.

Responsibilities

  1. Develop and implement customized investment plans for clients
  2. Provide expert financial guidance and advice
  3. Maintain strong client relationships through effective communication
  4. Pursue Series 7 certification

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Job openings at Joseph Gunnar & Co., LLC

Joseph Gunnar & Co., LLC
Hired Organization Address Garden, NY Full Time
Company Overview At Joseph Gunnar & Co., LLC, we pride ourselves on being a trusted partner for investors seeking tailor...
Joseph Gunnar & Co., LLC
Hired Organization Address Garden, NY Full Time
What We Offer We offer a dynamic and collaborative work environment, where you can grow your career as a Registered Inve...
Joseph Gunnar & Co., LLC
Hired Organization Address Garden, NY Full Time
Job Description We are seeking an experienced Registered Investment Advisor to join our team. As a Registered Investment...
Joseph Gunnar & Co., LLC
Hired Organization Address Garden, NY Full Time
About the Role This is a full-time on-site position for a Registered Investment Advisor located in Garden City, NY area ...

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