Careers

At Burrows Capital Advisor, we are always seeking to recruit outstanding individuals to join our team. If you are keen on any of the available positions listed below, kindly send your resume and/or any other helpful documents to melissa@burrowscap.com for consideration.

The Associate Financial Advisor will work closely with our Senior Advisors to provide comprehensive financial planning and investment management services to our clients. This candidate will be highly motivated and a self-starter.

Supervisory Responsibilities: None

Duties/Responsibilities:

• Conducting client meetings to understand their financial goals, risk tolerance, and investment preferences.
• Creating financial plans and investment strategies based on client needs and objectives.
• Providing ongoing portfolio management and investment recommendations to clients.
• Building and maintaining strong relationships with clients and ensuring a high level of client satisfaction.
• Staying up to date with industry trends, market conditions, and regulatory requirements.
• Participating in team meetings and contributing to the development of new business initiatives.
• Collaborate with various departments.
• Actively engage with training opportunities.

Required Skills/Abilities:

• Excellent verbal and written communication skills.
• Thorough understanding of Generally Accepted Accounting Principles (GAAP).
• Thorough understanding of project management.
• Excellent organizational skills and attention to detail.
• Interpersonal skills with emphasis in strong communication
• FINRA SIE, Series 7 and Series 66 required.

Education and Experience:

• Bachelor’s degree in Economics, Finance, or related field required.
• Two years of professional experience as an Financial Advisor