Job Details

ID #51192107
Estado Rhode Island
Ciudad Rhode island
Full-time
Salario USD TBD TBD
Fuente Rhode Island
Showed 2024-03-07
Fecha 2024-03-07
Fecha tope 2024-05-06
Categoría Empresa/mgmt
Crear un currículum vítae
Aplica ya

Unique Professional Position

Rhode Island, Rhode island, 02901 Rhode island USA
Aplica ya

You know you are smart, a quick learner, professional, respectful and are also suspect of Craigslist postings! Additionally, what you seek for employment is perhaps difficult to find - part-time, but a real, challenging and valued position that allows you to use your mind, as well as grow and be compensated and treated fairly. Read on!

My small, professional business is a R.I.-based, very established financial planning & investment practice. I am seeking a part-time assistant for various office tasks with very nice growth potential. While the best candidate will have prior experience in financial services or digital marketing, as well as excellent communication and problem solving skills, I am open to candidates with professional-level career experience looking for less than full-time hours. Perhaps going to PT from FT or going back into the workforce. Ideally, you are self-confident, a self-starter, familiar with contact management software and a professional office environment, have very good to excellent writing skills and of course, are articulate and organized.

My prior long-time employee in this position moved on after ten years to a management position at Boston Consulting Group, another was a college intern who went on to law school. A current part-time employee is a high school teacher with a Masters from an Ivy League university. I Another current employee is a college student studying investments who carries a 3.94 GPA and plans on going to Wall Street when he graduates. You could be our next success story, assisting a highly credential financial advisor help individual clients acheive life goals and investment objectives.

About your employer: Jeff Brown is highly successful financial consultant with over 25 years of experience and unique holder of five industry credentials. More than a financial planner, he is an Accredited Investment Fiduciary who is also trained in Behavioral Finance. He is also a part-time yoga instructor who established free community-based waterfront yoga programs in several cities and towns on Rhode Island's East Bay. About the business and position, while we utilize remote service and marketing professionals, we need a marketing coordinator who can be my liason with the remote marketing team. Brown Advisory Group, LLC is uniquely a state-registered Investment Advisory firm.

Hours may vary. However, we are open to making a schedule work for the ideal candidate. This could be several part-time days to four or even five part-time days.

This is a professional office environment. No ties and not stuffy but we like to portray a professional environment to our clients. No texting away all day - if your phone is more important than your job, stay home!

Our clients are our friends and come from all walks of life!

Please submit a brief cover note with your resume.

Compensation noted is in the range of what we would potentially offer you. Lower for less qualified applicants that may need significant training. Potentially higher for top candidates with financial services experience.

Open to finance or marketing interns as well as local college students.

Go ahead, apply. You've got this!

Investment Advisory services are provided solely through Brown Advisory Group, LLC. Brown Advisory Group, LLC and Vanderbilt Securities, LLC are separate and unaffiliated entities. Securities offered through Vanderbilt Securities, LLC Member: FINRA, SIPC Registered with MSRB. Clearing agent: Fidelity Clearing & Custody Solutions. This is not a solicitation to do business in any state in which Jeffrey J. Brown or Brown Advisory Group, LLC is not registered.

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