Purkiss Capital Advisors, LLC is a Fee-Only Registered Investment Advisor in Ridgefield, CT. We are an experienced team of investment professionals and would like to add another Advisor.
As the practice grows, we want to add the right individual to complement our team. The ideal candidate will be an enthusiastic and informed resource for our clients and assist with managing existing and new client relationships.
PCA was founded on the simple premise that the client comes first. We are entirely independent, and our fiduciary responsibility is to our clients. Our office has a strong collaboration, entrepreneurship, and work-life balance culture.
Ideal Candidate:
• 5 years experience in the financial industry, helping to manage client relationships.
• Book of business, not a requirement
• Knowledge of and interest in financial markets
• Strong communication and "people" skills
• Strong organizational skills
• Passionate about helping others
The Job:
• Management of client relationships
• Show proficiency in introducing new relationships to the firm
• Active participant in strategy discussions
• Team Player
• Learning and using various software platforms to run analyses and support the advisory relationship with the firm's clients
• Assist in performing administrative duties.
The position is full-time and can accommodate a flexible schedule if necessary. To Apply: R Allen Purkiss allen@pcapadvisors.com 203-431-5862
Ridgefield CT United States