Join Fisgard Capital Management as a Client Advisor focused on capital growth strategies. Engage with clients to cultivate relationships and support their investment journeys.
This full-time role is integral to FCM’s mission to raise capital while providing exceptional service to investors. You will work closely with the leadership and collaborate with a dedicated team to design effective strategies that resonate with clients. Your client-centric approach will ensure that every interaction adds value and strengthens partnerships.
Key Responsibilities:
• Drive capital-raising strategies with clarity
• Engage directly with clients and partners
• Navigate regulatory compliance with each client touchpoint
• Identify community opportunities for representation
• Build relationships through effective communication
Requirements:
• 2-3 years of experience in financial sales
• Confidence in client interactions
• Good grasp of registered plans and processes
• E...