We are seeking a knowledgeable and professional Investment Relations Advisor to join our team in New York. This role involves engaging with our investors, providing them with detailed information about our products, and guiding them through the setup process. The ideal candidate will have a Series 7 license and be prepared to further their professional qualifications.

• Health Care Plan (Medical, Dental & Vision)
• Stock Option Plan
• Paid Time Off (PTO & Public Holidays)
• 401k

• Study for and pass the SEI, series 63, and Series 7 or 82 Exams
• Minimum of 3 years of experience in investor relations, finance, or a related field.
• Excellent verbal and written communication skills.
• Strong understanding of financial reports and investment principles.