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Jobs or company...

Wealth Management Advisor

  • Full Time, onsite
  • Maxim Group LLC
  • New York City Metropolitan Area, United States of America
Salary undisclosed

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Elevate Your Career in Wealth Management with Maxim Group

About Us: Founded in 2002 in New York, Maxim Group is a privately held leading full-service investment banking, securities, and wealth management firm. The firm has a long history of profitability and has no debt. We offer attractive payouts where you get to keep more of what you produce. We provide a comprehensive array of financial services, including investment banking, private wealth management, global institutional equity, fixed income, derivative sales and trading, equity research, and prime brokerage services.

Why Choose Maxim Group?

Professional Development:

We believe in investing in our employees. We offer a highly competitive payout structure with full back-office support. Maxim Group is a partnership that recognizes excellence, success, and results, rewarding those who exemplify these accomplishments with a path to an equity partnership in the firm.

Product Offerings:

In addition to traditional product offerings, such as stocks, bonds, ETFs, mutual funds, and options at Maxim Group, you will have access to syndicate offerings ranging from IPOs, Secondary Offerings, Preferred stock, additionally for those suitable/sophisticated clients, access is available to Private Placements, a private Real Estate fund, and Hedge Funds.

Experienced Wealth Management Team:

Our team consists of highly skilled professionals who leverage their robust experience to promote your career development. The management team has over five decades of industry experience. The understanding that professionals need flexibility and freedom.

Tailored Wealth Management Services:

Wealth Management services designed to meet the ever-changing needs of your clients and their families. We commit to understanding client needs, helping to set both long- and short-term investment goals. Our professionals guide clients through investment choices, including equities, fixed income, derivatives, and asset management—while setting realistic expectations regarding performance and associated risks.

Investment Advisory Excellence:

Maxim Financial Advisors, our registered investment advisory affiliate, empowers Investment Advisory Representatives (IARs) to develop portfolio strategies using managed accounts traditionally available only to institutional clients. We tailor accounts specifically to each client’s needs, managed either in-house or through a platform of third-party managers and alternative investments.

Locations:

With offices in Midtown Manhattan, Long Island NY, Red Bank NJ, Miami and Fort Lauderdale Florida, you have flexibility in office location.

Innovative Technology:

Use of web-based tools from our in-house solutions, our clearing agent Pershing LLC and third-party vendors allows our team to work anywhere in the world when needed.

What We Are Looking For: We seek enthusiastic, driven individuals eager to make a difference in wealth management. If you have a commitment to excellence, a drive to excel and a collaborative spirit, we want you on our team!

Wealth Management Advisors/Retail Registered Representatives.

Commission-based. Hybrid, remote possible.

Join Us Today! Take the next step in your career with Maxim Group

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