• Investment Advisor

    Posted: 11/18/2021

    CFI seeks a motivated and qualified individual for the position of Investment Advisor. The individual selected for this opportunity will provide a broad range of technical and client management support to all client and staff members.

    Responsibilities & Duties

    • Listening to client needs, evaluate investment options and educate client on investment decisions.
    • Meeting with clients periodically to review investment performance and asset allocation
    • Communicating and interfacing with financial planners and custodians on behalf of client(s), and initiating proactive follow-through on all tasks.
    • Maintaining and updating databases using multiple technologies.
    • Initiating trading of securities.
    • Pursue other industry licenses and certifications (CIMA, CFP, etc.)
    • The individual will be required to obtain the Series 65 within six months of hire.
    Qualifications
    • A degree in finance or economics is preferred.
    • At least two to five years of financial services experience is preferred.
    • The individual must have attention to detail, self-initiated follow-through, outstanding time management and organizational skills.
    • The individual must have strong quantitative and qualitative abilities, and confident meeting with clients in person.
    • The individual must have proficiency in Microsoft Office applications, and proven ability to learn other software and technology.
    CFI recognizes that talented, knowledgeable and experienced individuals are the core elements that makes us one of the premier fee-only financial advisory firms in the country.

    Our staff of 28 includes CPAs, PFSs, CFP®s, MSTs, and MBAs, all focused on client service.

    Contact Caroline McCarthy, Human Resources

    Corrigan Financial, Inc. (CFI) is a nationally recognized financial advisory firm managing over $1 billion in client investment assets. Formed in 1989 for the purpose of providing comprehensive financial advisory services to high-net worth families and individuals, CFI focuses on understanding the unique needs of our clients and providing them with customized financial planning and investment strategies that help them attain their overall financial and personal goals.

    Interested parties may apply here.

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