About Maxim Partners, LLC:
Maxim Partners, LLC is a registered investment advisory firm based in Puerto Rico. We provide portfolio management services for families, trusts, pensions, endowments, foundations and institutions.
The person hired would be responsible for marketing to referral sources (e.g. accounting firms, law firms, etc.) and prospective clients (e.g. families, trusts, pensions, endowments, foundations and institutions).
• The ideal candidate does not need to have any kind of finance or investment background, although it would be helpful.
• Proper training will be offered but the person needs to be one that can work independently, get things done and produce results.
• They should have excellent communication skills (written and verbal), be mature, organized, discipline and self-motivated.
• They should be friendly, likeable, positive natured and visually presentable (male or female).
• English fluency is required. Spanish and/or other languages are a plus.
• The person we hire will need to pass an exam to become licensed as an Investment Adviser Representative.