Associate Investment Advisor

Position: Associate Investment Advisor Hybrid Role
Elevate your career with Pegasi Private Wealth of ACPI as an Associate Investment Advisor. This hybrid position emphasizes client relationships and business development for aspiring advisors.

In this full-time, client-facing role, you will support the Portfolio Manager in maintaining and acquiring new clients. Your focus will be on growing Assets Under Management (AUM) and delivering superior client service. Engage your entrepreneurial mindset as you drive new business and participate in marketing initiatives that benefit your advisory practice and client base.

Key Responsibilities:

• Maintain and grow client relationships for AUM

• Provide exceptional service in investment account management

• Acquire new clients through tailored investment solutions

• Ensure compliance with investment guidelines

• Oversee marketing and business operations projects

Requirements:

• Bachelor’s degree in Marketing or Business Administration

• Minimum 2 years of relevant sales experience

• CSC and CPH completion or willingness to obtain

• Attention to detail with a strong work ethic

• Drive to establish and grow an advisory practice

Harness your sales acumen and investment expertise to impact client success at Pegasi Private Wealth.
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