Position Purpose To assist a Private Wealth Advisor in financial planning and trade execution as well leading a team of other professionals at an expert level. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities Responsibilities : Financial Planning and Advice Case Analysis Investment Research Trade and Transaction Execution Management & Leadership of Team • This position requires that you already have federal and state licenses and registrations for securities, including: Series 7, Series 66, and State life, accident and health insurance licenses
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A1 RENT-A-CHEF-- Weekends, part/ full time. Excellent references. Southampton. 631-697-5095.