Investment Specialist jobs in Bridgeport, CT

About us

David Lerner Associates has been in business since 1976 and has now grown to more than 200 employees and 5 locations. The success of our company is the direct result of “staying the course”. Our mission is to educate the public on our "sensible middle ground investing" strategy to build and preserve assets. We are focused, driven and truly believe in what we do.

In 2011, David Lerner Associates was named one of the best companies to work for in New York State. Our successful business model was implemented to cater not only to clients, but to create an environment where employees feel valued and love to come to work. We have large company benefits and perks with a small company feel. We have implemented numerous employee engagement practices such as Employee Appreciation Day, professional development, referral bonus program, promotion from within, service awards, and more.

Your success is our goal!

How much money do you want to earn? At David Lerner Associates, the average income of investment counselors with 2 years of experience is $213,578.54.

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When you work at David Lerner Associates, two things are absolute: Your earnings potential is unlimited….and you’ll be working with an investment firm committed to helping you achieve your career goals.

For over 45 years, we’ve been focused on building and preserving our clients’ assets. If you are highly motivated and want a career with unlimited earnings potential, we want to meet you.

Career Opportunity Requirements

· Excellent interpersonal and communication skills

· High degree of self-confidence

· Diligent, hardworking and able to work independently

· Ambitious, motivated and goal oriented

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Benefits of working at David Lerner Associates:

· $213,578.54 per year average earnings after 2 years

· Commissions PLUS incentive bonuses

· Fully paid licensing sponsorship for required securities and life & health licenses

· Comprehensive family medical plan / 401K retirement plan

· Unlimited financial potential

· Comprehensive marketing support including radio, print, direct mail and online advertising

· Participation in prospecting events including seminars and trade shows

· In-depth sales training program

Member FINRA & SIPC | Equal Opportunity Employer

Corporate Headquarters: Syosset, New York | Branch Offices: New York, New Jersey, Connecticut, Florida

Work Remotely

• No

Job Type: Full-time

Pay: From $4,000.00 per month

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Employee assistance program
• Employee discount
• Flexible spending account
• Health insurance
• Life insurance
• Paid training
• Vision insurance

Supplemental pay types:

• Bonus pay
• Commission pay

Education:

• High school or equivalent (Preferred)

Work Location: In person