Noviam Investment Analyst

Entry‑Level Talent as a Service™
· Investment Advisory Pathway

Start your career where your work actually changes people’s lives.

Most new grads spend their first few years as a small cog in a large machine, buried in a back office, far from the people their work affects. This path is the opposite. From day one you’ll be trained, licensed, and placed alongside experienced advisors, learning the craft of investment advice by doing it: helping real families plan for retirement, fund education, navigate big financial decisions, and build the kind of financial confidence that lets them sleep at night.

The Noviam advisory program is a true career track. We recruit bright, driven people, sponsor your licensing, invest in your development, and support you while you ramp. You start in a client‑service‑focused seat (roughly 70% client service, 30% growth) and grow, with mentorship and a clear path, into a full Investment Advisor Representative managing your own client relationships.

If you’re ambitious, coachable, and want a profession (not just a job) where effort compounds into real ownership and income, keep reading.

As a Noviam Investment Analyst, you’ll work hand in hand with a Lead Advisor, support and service an existing book of client relationships, and gradually take on more responsibility, including leading client reviews, participating in growth initiatives, and developing into a full Investment Advisor Representative. It’s structured, fast‑paced, and built so that the more you put in, the further you go.

• Based in New York, NY, working in office, because the fastest way to learn this business is next to people who already do it well
• Client meetings held both in person and over video conference
• Competitive base salary plus performance bonus, with financial support while you train and license
• A long‑term growth opportunity with a defined path to Investment Advisor Representative

• Support and service existing clients: RMDs, income planning, investment planning, distributions, and legacy planning support
• Prepare for client meetings and own the follow‑up so nothing falls through the cracks
• Lead client progress reviews (with support as needed) and track every relationship’s next step
• Grow your own network and bring in new client relationships through referrals, introductions, and community engagement – the foundation of the book you’ll build
• Coordinate with custodians and financial institutions on account opening, transfers, and maintenance
• Process service requests and paperwork accurately from start to finish
• Maintain detailed, reliable client records in CRM and planning software
• Communicate proactively with clients to ensure timely follow‑through
• Participate in team meetings, seminars, networking events, and educational programs
• Follow established processes, and help make them better

• Client Engagement:
  Build and nurture client relationships through networking events and portfolio reviews, with consistent communication and progress tracking.
• Financial Strategy:
  Learn to understand clients’ objectives and risk tolerance and help craft personalized strategies with clear recommendations and guidance.
• Advisory Guidance:
  Help clients understand the advice and investment strategies suited to their objectives and risk tolerance.
• In‑Office Energy:
  Daily in‑person presence out of the New York City office, where you learn fastest and contribute most.

• Recruit:
  We source driven people through university partnerships, career events, and targeted outreach. No prior finance experience required.
• Certify:
  Structured SIE exam preparation with subject‑matter‑expert‑led instruction and assessment checkpoints before you sit.
• Train:
  Practical training in product knowledge, client protocols, and the advisory process, built around real client scenarios.
• License:
  Series 7 and Series 66 preparation with timed practice exams and clear readiness gates.
• Deploy:
  Transition to a fully licensed Investment Advisor Representative, building your own book of client relationships with the firm’s support and a mentor in your corner.

• Bachelor’s degree (or…