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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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