ACTIONABLE ADVICE FOR FINANCIAL ADVISORS: Newsletters and Commentaries Focused on Investment Strategy

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Career Center

Receive email notifications when new postings are added by subscribing to our Career Center digest.

Firms seeking to hire financial professionals should review the following instructions in order to submit new career opportunities:

New career opportunity postings should be emailed to careers@advisorperspectives.com and must include:

  • Hiring firm’s name and the state where it is located.
  • Job title and brief description (up to 750 characters) of the position.
  • Date the posting should begin.

You may also optionally include:

  • A PDF with an extended description of the opening.
  • Date the posting should expire.

Disclaimer: While this service is currently provided free of charge, this is subject to change.

Firm Name Position State Date Added Ascending Order
Investec Wealth Strategies Financial Planner TX4/11/16

Established and growing, privately owned wealth management firm (RIA) located near the Galleria is actively seeking an experienced financial planner to add to our planning department. The ideal candidate will be a team player and possess a strong knowledge of financial planning. Salary commensurate with experience. Annual incentive bonus after one year. Entrance into health plan after 1 month and 401(k) plan (with matching and optional profit sharing) after 6 months.

Download Extended Description…

Email: daniel@investecwealth.com

Institutional Research Group Senior Equity Research Analyst NY3/28/16

We are seeking a Senior Research Analyst to author a publication of special situations research focused on corporate restructurings including spin-offs, carve-outs, and potential restructuring situations. Our client base includes many of the largest, most well-regarded hedge funds and mutual funds across the U.S. and Europe. Clients employ a wide-range of investment strategies including long only, equity long/short, credit long/short, special situations, and event-driven. In addition to publication responsibilities, the position we are seeking will also have the opportunity to directly contribute ideas to a portfolio manager of a small long/short event-driven hedge fund with a focus on spin-offs and potential spin-off situations. The team is based in New York, NY.

Download Extended Description…

Email: mwolleben@instresearchgroup.com

LCM Capital Management, Inc. LCM Capital Management Advisor IL3/10/16

LCM Capital Management, Inc. (LCM) is a Chicago based Federally Registered Investment Advisory firm looking to add Series 65 advisors nationally. LCM is driven to help clients significantly reduce the fees that they pay to have their assets managed through their unique private money management program. While LCM is based in Chicago, its clientele are nationwide. For more information, please visit www.lcmcapital.com.

Download Extended Description…

Email: jmarinovic@lcmcapital.com

Trust Point Inc. Investment Associate MN2/29/16

The Investment Associate is responsible for both investment and support functions. The employee will be part of the investment team and play an active role in trading, rebalancing and monitoring accounts. Performance calculation and reporting will also be an important part of the role. Many investments -related projects will be assigned to this person, including research projects on strategies and investments held in clients’ accounts. The role requires a keen attention to detail, a focus on efficiency and a high level of proficiency with technology platforms. This is a full-time position in a non-bureaucratic environment.

Download Extended Description…

Email: MNevin@trustpointinc.com