Financial Advisor Assistant

Oxbow Advisors

Financial Advisor Assistant

Austin, TX
Full Time
Paid
  • Responsibilities

    Why Join Oxbow

    Oxbow Advisors is an independent money management firm (RIA) that emphasizes preservation of capital and long-term growth. It is a dynamic, fast growing firm that allows for personal growth and promotes teamwork.

    Who We’re Looking For

    Oxbow is seeking a motivated professional who wants to grow their career with a proven leader in the investment business. We are a team of high performers looking for the right person to bolster our growth through new client development and portfolio management. Previous experience in the financial industry preferred but not required.

    Key Responsibilities

    All aspects of assisting in portfolios

    Assisting in investment relations

    Assisting in time management

    Requirements

    Some experience in the financial industry but not required

    Ability to work in person at our Houston office five days a week

    Excellent people skills

    Track record of success as a team player

    Self starter

    Benefits/Perks

    Employer-paid health insurance

    Dental and vision insurance

    Quarterly bonus

    401(k) employer match