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 amalay@ambassadoradvisors.com.
Client Service Coordinator
We currently have an opening for a full-time Client Service Coordinator. 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.
To apply, please email your cover letter and resume to amalay@ambassadoradvisors.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?
Client Relationship Manager
We currently have an opening for a full-time Client Relationship Manager. 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 amalay@ambassadoradvisors.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?
Wealth Management Analyst
Ambassador Advisors currently has an opening for this full-time position. Responsibilities include: trading, account rebalancing, research, portfolio analysis, performance analysis, investment strategy, follow-up on requests from clients and financial advisors, including investment trades, liquidations, and new account setups, coordination of Ambassador’s held away asset management program, and daily market update radio recordings. The person in this position serves as part of the Wealth Management Committee and will be expected to update the committee regarding the status of managed client accounts. Education and licensing requirements include: Series 7 and Series 66 broker licenses (required), Bachelor’s degree (required), Master’s degree (preferred), CFA®, CFP®, or CPA designations (preferred).
To apply, please email your cover letter and resume to amalay@ambassadoradvisors.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?
