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| Employer Name: CM Capital Partners. LLC |
SpiderID: 13973641 |
| Location: Princeton, New Jersey |
Date Posted: 4/5/2025 |
| Wage: Commission Based |
Category: Finance/Investment |
| Job Code: |
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| Number Of Openings: 1 |
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Job Description:
Position Overview
We are seeking experienced, self-motivated Investment Advisor Representatives to join our growing team on a commission-based structure with competitive splits. The ideal candidate will leverage our firm's reputation, infrastructure, and diverse service offerings to build their own book of business while contributing to our collaborative environment.
Responsibilities
● Source and develop new client relationships through networking, referrals, and business development initiatives
● Provide comprehensive financial advice and investment strategies tailored to client needs
● Develop and present customized investment proposals and financial plans
● Manage client portfolios and perform regular reviews of investment performance
● Collaborate with our team on complex client situations requiring specialized expertise
● Stay current on market trends, investment products, and regulatory requirements
● Maintain required licenses and credentials
● Uphold the firm's commitment to ethics and integrity in all client interactions
Job Requirements:
Qualifications
● Current Series 65 license or Series 7 and 66 licenses (required)
● Minimum 3-5 years of experience in financial services or investment advisory
● Proven track record of client acquisition and relationship management
● Strong communication and presentation skills
● Self-motivated with entrepreneurial mindset
● Bachelor's degree in Finance, Business, Economics, or related field (preferred)
● Additional designations such as CFP®, CFA, ChFC a plus
Job Criteria:
Start Date: Immediately
Position Type: Contractor
Years of Experience Required: 3
Education Required: Bachelors
Overnight Travel: None
Vacation Time: No Paid Vacation
Company Profile:
CM Capital Partners was created with a vision and purpose to serve clients. CM Capital Partners was founded by entrepreneur Rico Conte who spent decades on Wall Street raising capital, founding new enterprises, investing and trading for clients, during which he raised hundreds of millions of dollars in funding.
As a serial entrepreneur and investment banker Rico understands the transactional nature of Wall Street, and the often and inherent adversarial broker/client relationship it fosters. To address this, he set out to create a new financial firm where the advisor/client relationship was truly aligned from all vantage points.
In 2018 CM Capital Partners became a registered investment advisor focused on delivering top quality advise at a fair price. The boutique firm focuses on a number of client centric verticals, and since its founding, CM Capital Partners now manages millions in client assets and growing quickly.
Contact Information:
| Contact Name: Rico Conte |
Company Type: |
| Company: CM Capital Partners. LLC |
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| City: Millstone Township |
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| State: New Jersey |
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| Zip: 08535 |
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Web Site: https://cmcapitalpartners.com/
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