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Senior Investment Advisor - Albany, NY

The Mutual Fund Store in Albany, NY is seeking a qualified individual for the Senior Investment Advisor position. 

We desire the client-oriented individual who will design, present, implement and monitor investment portfolios for The Mutual Fund Store clients. This position requires a self-motivated personality and one who will focus on growing the clients' investment portfolios and build and maintain strong client relationships.

Applicants must have or obtain a Series 65 registration.

Qualified candidates will have the following:
* A deep understanding of the financial market and a passion to work in the field
* Financial services background, especially in mutual funds
* Series 65 licensing
* Clean U-4
* A high level of integrity, self-motivating and organized
* Excellent closing skills
* Experience in relationship building and retention of clients
* A business background, with management skills and experience with staff
* An entrepreneurial spirit, a passion for investments and a desire to serve your client.

The position includes a base salary and a lucrative bonus structure based on assets under management.

To apply for this job please submit a cover letter and resume to Joe Bestgen at jbestgen@mutualfundstore.com.


       




Senior Investment Advisor - Austin, TX

The Mutual Fund Store in Autin, TX is seeking a qualified individual for the Senior Investment Advisor position. 

We desire the client-oriented individual who will design, present, implement and monitor investment portfolios for The Mutual Fund Store clients. This position requires a self-motivated personality and one who will focus on growing the clients' investment portfolios and build and maintain strong client relationships.

Applicants must have or obtain a Series 65 registration.

Qualified candidates will have the following:
* A deep understanding of the financial market and a passion to work in the field
* Financial services background, especially in mutual funds
* Series 65 licensing
* Clean U-4
* A high level of integrity, self-motivating and organized
* Excellent closing skills
* Experience in relationship building and retention of clients
* A business background, with management skills and experience with staff
* An entrepreneurial spirit, a passion for investments and a desire to serve your client.

The position includes a base salary and a lucrative bonus structure based on assets under management.

To apply for this job please submit a cover letter and resume to Joe Bestgen at jbestgen@mutualfundstore.com.


       




Senior Investment Advisor - Madison, WI

The Mutual Fund Store in Madison, WI is seeking a qualified individual for the Senior Investment Advisor position. 

We desire the client-oriented individual who will design, present, implement and monitor investment portfolios for The Mutual Fund Store clients.  This position requires a self-motivated personality and one who will focus on growing the clients' investment portfolios and build and maintain strong client relationships.

Applicants must have or obtain a Series 65 registration.

Qualified candidates will have the following:
* A deep understanding of the financial market and a passion to work in the field
* Financial services background, especially in mutual funds
* Series 65 licensing
* Clean U-4
* A high level of integrity, self-motivating and organized
* Excellent closing skills
* Experience in relationship building and retention of clients
* A business background, with management skills and experience with staff
* An entrepreneurial spirit, a passion for investments and a desire to serve your client.

The position includes a base salary and a lucrative bonus structure based on assets under management.

To apply for this job please submit a cover letter and resume to Jim Hutchison at jhutch62@gmail.com.

 


       




The Mutual Fund Store is an equal opportunity employer.

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The Mutual Fund Store® advisors provide independent, fee-based, investment advisory and asset management services based on asset allocation models and mutual fund recommendations from Founder Adam Bold. Customized portfolios are developed and implemented for clients based on their unique financial situation and ability to tolerate risk associated with investments in securities.