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Summary
About the Role
About You
- Bachelor's degree preferred in finance or business.
- Minimum three years of work experience in the investment/finance industry.
- Solid understanding of financial markets and investments.
- Experience advising clients on retirement planning, asset allocation, estate planning, employee benefits, tax planning, and insurance.
- Industry-related designations such as CFP, CFA, or CPA (or working towards them).
- Experience with retirement planning software like RightCapital or MoneyGuide Pro.
- Ambition, high energy, and a strong desire to succeed.
- Excellent communication and relationship-building skills.
Benefits
- Base salary ranging from $60k to $120k, dependent on experience level.
- Additional annual bonuses ranging from $30k to $130k.
- Generous signing bonus of $20,000.
- Non-commission based compensation structure.
Investing is much more complicated today than it was several years ago. The variety of mutual funds, ETFs, stocks, bonds, and international securities continues to grow. With so many choices and increasingly volatile financial markets, it has become more difficult for individual investors to monitor their own portfolios and make timely investment decisions. However, the decisions an investor makes today and in the future can significantly affect his or her long-term financial security. Mainstay Capital Management, LLC (MCM) was founded to help investors who do not have the time or inclination to give their retirement savings accounts and other investments the thorough research and analysis they require. Through our portfolio development and management process, MCM takes full advantage of the investment options available in a client’s 401(k), 403(b), IRA, or other type of managed account to meet his or her long-term goals and tolerance for risk. Additionally, with our staff of Senior Wealth Advisors, Mainstay Capital Management can offer counsel and develop comprehensive solutions for any financial aspect of your life.