Registered Professional for Investment Counsel Boutique

Position

We are growing. We're looking for talented CFPs, CFAs and Series 65 registrants who want a change of pace. We are considering both juniors who want to learn and grow as well as senior with their own clients. This position is on-sight in North Stamford, CT.

Company Description

Jackson, Grant Investment Advisers, Inc. specializes in serving high-net-worth individuals (minimum $5 million) who require a sophisticated fiduciary boutique setting within a culture of honor, commitment, and courtesy. Founder-led by a lawyer, money manager and author, the firm operates as "Investment Counsel" under the Investment Advisers Act and is regulated by the U.S. Securities and Exchange Commission (SEC). Based in Stamford, CT, Jackson, Grant provides tailored wealth management services, guided by expertise in investment and tax planning, with a special focus on transitional periods such as retirement, loss of a spouse, or the sale of a business. For more information, visit our website - www.jacksongrant.us -- or consult our regulatory disclosure document, "Form ADV Part 2A."

Core Responsibilities for Juniors

• Support onboarding of new clients.
• Support portfolio management team with portfolio and planning workflows; follow protocols; maintain procedures, checklists, and documentation.
• Client and Internal coordination: liaise with clients, operations, custodians, and outside professionals.

Core Responsibilities for Seniors

Maintain, serve and grow your client base within the fiduciary investment counsel environment.

Qualifications

• Series 65 registered. Clean U-4.
• CFAs and CFPs preferred.
• Experience working with high net worth families.
• Attention to detail.
• Bachelor’s degree in Business, Finance, Economics, or a related field. Advanced degrees (JD, MBA) or certifications are a plus.
• High level of integrity, discretion, and professionalism with the ability to handle sensitive information.
• Compensation depends on experience.