Licensed Investment Advisor Assistant - lethbridge

The Mullings Group has been retained by our client, Haywood Securities, to find a seasoned Licensed Investment Advisor Assistant with deep experience in transactional capital markets to join a high-performing advisory team at a pivotal moment of growth. This career-track position is for a skilled professional who thrives on flawless execution, high-touch client service, and the operational intensity of a deal-side business.

Remote work is available for experienced candidates following the onboarding period. Compensation includes a base salary of $80,000 - 90,000 plus a revenue override tied to team commission activity.

Responsibilities

• Serve as a primary point of contact for client inquiries, account updates, documentation requests, and general service needs across a global client base.
• Provide day-to-day operational and administrative support to two Investment Advisors, enabling them to focus on client acquisition, deal origination, and marke...

Ready to Apply?

Submit your application today and join our talented team at The Mullings Group.