If you’re seeking a challenging career that provides you with an opportunity to serve others every day, a position at Ambassador Advisors could be for you. The Advisors at Ambassador offer investment and stewardship counsel to families, businesses, churches and other nonprofit organizations throughout the region, helping these faithful stewards DO MORE with their resources.
If you’d like to learn more about a position with us, please send a résumé and cover letter or your specific request via email to Amy Malay, Director of Team Development, at firstname.lastname@example.org.
Ambassador Advisors currently is seeking a full-time Portfolio Manager with a minimum of two-year’s experience in finance and investments. The individual will work with the executive leadership team, financial strategies department, financial advisors and clients. Responsibilities include trading, account rebalancing, research, portfolio analysis, performance analysis and investment strategy. The individual will need to be responsive to client questions and build trusted relationships with financial advisors and retailers. The individual would serve on the Wealth Management Committee and would prepare reports for the committee regarding the status of managed client accounts. Along with strong written and verbal skills, the analyst is encouraged to use creativity, generate ideas and be a positive contributor to the firm. Portfolio creation and implementation experience is preferred.
Client Service Coordinator
We are always keeping our eyes and ears open for potential future team members who would be a good fit for our Client Service Coordinator role. The person in the position provides key administrative support to clients and financial advisors. The position requires someone who is a team player, proactive, tech-savvy, and detail-oriented. Proficiency with MS Word, Excel, and PowerPoint is preferred. A high volume of reports, service forms, and applications are processed.
Client Relationship Manager
We are always keeping our eyes and ears open for potential future team members who would be a good fit for our Client Relationship Manager role. The person in the position provides key support to clients and financial advisors. Series 7 and 66 broker licensing required to serve as a Registered Assistant. The position would be a good fit for someone who is entrepreneurial, a team player, proactive, tech-savvy, and detail-oriented. There is a high volume of client phone calls for scheduling appointments, and answering client questions relating to their accounts and financial plan. There will be a low-to-medium volume of client meetings. For the right candidate, this position offers a rare opportunity for potential growth and control over your compensation potential.
To apply, please email your cover letter and resume to email@example.com. In your cover letter, please include a response to the following questions:
- What are your hobbies and other interests?
- What excites you most about this position, and what do you hope to accomplish, from a career standpoint, by taking this position?
- How do you feel you can contribute to our corporate mission and values?