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Investor Relations Associate

TSG Invest
Ronkonkoma, NY Full Time
POSTED ON 2/20/2025
AVAILABLE BEFORE 4/18/2025

Forge Your Future in Finance: Unlimited Potential Awaits!

TSG Invest (TSG) is revolutionizing wealth management, and we're looking for driven individuals to join our innovative team. We're not your typical investment firm. TSG offers a unique, integrated approach, providing access to a comprehensive ecosystem encompassing an RIA, broker-dealer, insurance agency, and fund management division. This means you'll have the opportunity to work with a diverse range of financial solutions, from traditional equities to sophisticated products and venture capital.

We're seeking a talented and ambitious Investor Relations (IR) Associate for an entry-level position with exceptional growth potential. If you're eager to build a successful career in the investment industry and want to be part of a pioneering firm, this is your chance.

Investor Relations Associates

As an IR Associate, you'll be the first point of contact for investors, introducing them to the TSG Invest brand. You'll partner with our investment professionals to expand their client base while handling inquiries from both potential and current investors. You'll learn the fundamentals of investment services and gain hands-on experience. Perfect for those starting their financial career, this entry-level position includes enrollment in our exclusive "TSG Invest Partner Accelerator Program." Through this program, you'll earn required industry licenses, develop essential financial knowledge, and gain the skills to eventually build your own client portfolio.

No prior investment experience? No problem. We provide the training and support you need to grow from an IR Associate into a successful investment professional.

Qualifications:

  • Exceptional work ethic with dedication to professional growth.
  • Strong entrepreneurial mindset demonstrating drive, self-motivation, and ambition.
  • Excellent communication skills with the ability to build rapport and engage effectively with clients.
  • Strong grasp of fundamental financial and investment concepts, with the ability to explain them clearly to clients.
  • Commitment to mastering advanced financial principles and investment strategies.
  • Capability to obtain required industry credentials including Series 65 (or 66), 63, 82 (or 7), and relevant insurance licenses.
  • Adaptable and resilient, with the ability to thrive in a fast-paced, dynamic environment.

Why Join Us and Become a Partner

At TSG Invest, partnership is core to our culture. Every team member plays a vital role in enhancing our clients' success while building their own fulfilling career. We support your growth through competitive compensation aligned with your contributions and access to diverse investment solutions that help you serve clients better. As part of our team, you'll have opportunities to grow your AUM and expand your client base within a dynamic environment that rewards ambition.

While others in our industry maintain the status quo, we embrace transformation. Our innovative approach to finance and investing ensures our team stays ahead of market evolution, turning challenges into opportunities for growth.

At TSG Invest, we invest in your success with benefits that matter:

  • Unlimited Earning Potential: We believe in true meritocracy – your compensation may include a competitive base pay, commissions, and profit sharing, with equity opportunities for key partners. There's no ceiling on what you can achieve.
  • Career Development: Join a supportive team invested in your growth and advancement within the financial services industry. Our comprehensive professional development program keeps you ahead of industry trends.
  • Advanced Tools and Resources: Access cutting-edge financial technology and analytical tools to deliver excellence to your clients and streamline your operations.
  • Business Growth Support: Receive practical guidance and resources to efficiently build and scale your practice. We're committed to helping you expand your business and reach new heights.
  • Continuous Learning: Stay at the forefront of industry developments through ongoing training, market analysis, and educational resources that enhance your expertise.

Full-Time Commitment: This is a full-time position requiring a minimum of 9 am to 5 pm, Monday through Friday, in-office presence. Please apply only if you can meet these requirements.

 

At TSG Invest, your potential is unlimited. Ready to transform your career?

Salary : $40,000 - $500,000

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