[Remote] Solicitor/Investment Advisor Representative
Note: The job is a remote job and is open to candidates in USA. Leeb Capital Management is an SEC-registered investment advisor based in NYC, seeking a Solicitor/Investment Advisor Representative to contact leads and acquire new clients. The role offers a flexible working schedule and includes a base wage plus generous commissions for new clients acquired.
Responsibilities
• The solicitor will contact leads to acquire new clients for an SEC-registered investment advisor based in NYC
• Candidate can work remotely
• The hired candidate will register as an IAR under our company
Skills
• At a minimum, the candidate must have passed the Series 65
• Excellent verbal and communication skills
• Ability to work independently but also must follow compliance rules and ethical standards
• Previous IAR experience preferred
Company Overview
• Leeb Capital Management, an SEC-Registered Investment Adviser, provides investment management services to individuals and institutions. It was founded in 1984, and is headquartered in New York, New York, USA, with a workforce of 2-10 employees. Its website is https://www.leeb.net/.
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