What are the responsibilities and job description for the Financial Services Specialist position at Joseph Gunnar & Co., LLC?
About Joseph Gunnar & Co., LLC
Joseph Gunnar & Co., LLC is a full-service broker-dealer founded in 1997. The firm offers a range of services to private and corporate clients, including investment banking, corporate finance, sales and trading, and equity research.
Role Description
As a Registered Investment Advisor, you will be responsible for providing investment strategies and finance advice to clients. You will focus on delivering exceptional customer service and building strong relationships with clients. Your expertise will be invaluable in helping us build our Private Equity Fund and work on Investment Banking deals.
Key Responsibilities
- Develop and implement effective investment strategies for clients
- Provide financial advice and guidance to clients
- Build and maintain strong relationships with clients
- Contribute to the growth and success of our Private Equity Fund
- Collaborate with colleagues to deliver high-quality Investment Banking services
Requirements
- Experience in investments and finance
- Strong customer service skills
- Excellent communication skills
- Series 7 qualification
