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Wealth Management AssociateBookmark This
Kingsbury Capital, Inc.
Posted: February 09 2015
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DescriptionKingsbury Capital is an independent Wealth Management firm that serves private clients, institutions, public and corporate retirement plans and foundations. We are an employee-owned company and have a direct and personal stake in our clients’ success.
Our firm is growing, we just acquired a competitor and we have a lot of positive momentum and energy. The Wealth Management Associate will work independently and in our Northbrook, Illinois office. We are seeking a bright and ambitious individual with a natural interest in the financial services field and who can work 2-4 days each week during regular business hours. This is an opportunity for an enterprising individual to gain first hand knowledge and experience in the field of finance, investments and the capital markets.
ResponsibilitiesThe Wealth Management Associate will work with a Managing Director in a number of areas to include portfolio analytics, marketing, sales and securities research. The objective is to provide, a rounded experience and genuine, marketable skills in business and in the financial services field in particular. The tasks and day to day work will vary based on needs and objectives.
RequirementsThe Wealth Management Associate must have a genuine interest in and a strong curiosity about the financial services field. While a background in business studies is preferred, it is not a requirement. Candidates must be a strong communicator with equally strong analytical and leadership skills. Candidates must be currently enrolled part-time or full-time in an accredited college or university and actively pursuing an undergraduate degree.
Specifically, we seek an individual with a background in marketing who can think and act as an entrepreneur would. Creativity is a must.