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Investment Banking Jobs from Stephen James

Investment Banking jobs may require development, communication and executing tailored investment policy statements for increase client satisfaction, strengthen client commitment, enhance retention and additional revenue, be responsible for the management of complex fiduciary, agency and individual retirement accounts, with accountability.

Investment Banking jobs may have an educational requirement of a BS/BA in accounting., finance or economics, a MBA or CFA/CFP or similar related experience preferred.

Generally, Investment Advisor jobs prefer 5+ years related experience in financial services industry.

Please note that very few Stephen James Associates’ executive positions are advertised or posted on our web site, for reasons of confidentiality and careful selection. For further information regarding available opportunities or services we offer, please contact the office nearest to you by visiting our locations pages.

We are interested, in speaking with you about your qualifications, and would like to keep you apprised, of future opportunities. Please contact us today by filling out our form below.

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