Brokerage Associate - ISG

The Ayco Company, L.P., a Goldman Sachs Company, is one of the nation’s leading financial counseling firms. We provide comprehensive personal financial advisory services to senior-level executives of Fortune 500 companies. 

 

Investment Services Group, a division of The Ayco Company, L.P., is a natural extension of our financial expertise and reputation for delivering personal service to thousands of clients for over 30 years.  This division provides Investment Management and Brokerage Services to Ayco clients and has grown quickly since its inception in 1993.  Our goal is to provide Investment Services designed to match our clients’ risk tolerance and individual investment objectives.

 

Due to exceptional growth and expansion there are several openings in our Investment Services Group, located in our Latham office.  These positions may require some of the following qualifications and responsibilities.

 

Qualifications:

 4-year college degree required;Series 7 and 66 licenses required; Series 3 required within 12 months;Financial services sales and client service experience required;Ability to work in a fast-paced environment and think clearly under pressure;

 

Responsibilities:

 Identify new business opportunities;Grow and manage client relationships by advising them on their financial assets in a prudent, thoughtful manner;Work in conjunction with other divisions to assess appropriate information and advise clients on investment opportunities;Have technical knowledge on the market, economy, and investment platform;Have extensive telephone contact and face-to-face meetings;Serve as back-up for trade and service requests.

Visit our website at www.ayco.com.  We offer a competitive salary, a comprehensive benefits package and a high quality work life.  Interested applicants should submit resume and cover letter, including salary requirements.