About this role
Associate Client Advisor at Godirect. Location: Walnut Creek or Scottsdale or San Diego. Role: supporting business, organizing meetings, developing outreach Requirements: Undergraduate degree and 3+ years experience (institutional investment management or investment banking preferred). Strong analytical, communication and project management skills; product knowledge in Fixed Income, Equities, Alternatives preferred. Series 7 and 63 required within 90 days; CFA charter expected to be pursued if not started. Category: Business Development Seniority: Mid Level Tools: CRM Certifications: series 7, series 63, cfa charter Commitment: Full Time Workplace: Remote Languages: English