nov test

nov test

Noviam Investment Analyst

New York, NY · Full-time

H1B sponsorship availableDetected 19 days ago
CRMLeadershipCommunicationMentoring

About the role

  • It's structured, fast-paced, and built so that the more you put in, the further you go.
  • Financial Strategy: Learn to understand clients' objectives and risk tolerance and help craft personalized strategies with clear recommendations and guidance.
  • Advisory Guidance: Help clients understand the advice and investment strategies suited to their objectives and risk tolerance.

Responsibilities

  • Build and nurture client relationships through networking events and portfolio reviews, with consistent communication and progress tracking.
  • Transition to a fully licensed Investment Advisor Representative, building your own book of client relationships with the firm's support and a mentor in your corner.
  • Far fewer hand you a profession, a mentor, sponsored credentials, and a path to building your own book of client relationships as an Investment Advisor Representative, all at once.
  • Deploy: Transition to a fully licensed Investment Advisor Representative, building your own book of client relationships with the firm's support and a mentor in your corner.
  • You don't fund your own start.
  • The path runs well past your own book of clients.
  • Our strongest advisors move into leadership, mentoring new analysts and then building and running teams of their own as the firm grows.
  • We promote from within, so the people who help build the books are the ones who end up running them.
  • The further you go, the more you own, including the team you grow around you.
  • We work hard, move quickly, and support each other like a team.

Requirements

  • No prior finance experience required.
  • We pay for and support your required licensing.
  • You're sponsored: We pay for and support your required licensing.

Compensation

  • Why This Is a Career Worth Choosing Plenty of entry-level roles pay a salary.

Company info

  • Our Culture We're a high-energy, team-first environment.

Visa & Work Authorization

  • We recruit bright, driven people, sponsor your licensing, invest in your development, and support you while you ramp
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This listing is sourced directly from nov test's careers page and normalized into a canonical job model.