Why Join Oxbow
Oxbow Advisors is an independent money management firm (RIA) that emphasizes preservation of capital and long-term growth. It is a dynamic, fast growing firm that allows for personal growth and promotes teamwork.
Who Were Looking For
Oxbow is seeking a motivated professional who wants to grow their career with a proven leader in the investment business. We are a team of high performers looking for the right person to bolster our growth through new client development and portfolio management. Previous experience from firms such as Merrill Lynch, UBS, JP Morgan, Morgan Stanley, Edward Jones, Northwestern Mutual, and others would be helpful.
Key Responsibilities

• Prospecting for new clients and setting appointments
• Onboarding new clients
• Acting as the frontline client liaison
• Performing additional investment related activities as needed

Requirements

• 3 years of experience in the investment industry
• Appropriate licenses and certifications (series 65 or equivalent)
• Ability to work in person at our Austin office five days a week
• Excellent people skills
• Track record of success as a team player
• Self starter

Benefits/Perks

• Employer-paid health insurance
• Dental and vision insurance
• Quarterly bonus
• 401(k) employer match
• Free parking in downtown Austin