BACKGROUND
Aaron Brask Capital, LLC is an independent registered investment advisor (RIA) located in Lake Worth Beach, Florida. I am a sole proprietor and I focus on financial planning and investment management. I work closely with clients and always maintain a fiduciary standard. As the business expands, I am looking to hire a dynamic individual who will assist me across all areas of the business.
This is a full-time role and physical presence in the office is required. Remote working and further flexibility may be possible down the road, but this will depend on how the new role and the business evolve. Areas of focus include but are not limited to:
- Business development and efficiency
- Client onboarding and relationship management
- Sales and marketing
- Back-office administration
- Financial planning
- Portfolio management
REQUIREMENTS
Specific experience in the above areas is a plus but not necessary. Required attributes of the ideal candidate include:
- Highest ethical standards
- Specific interest in financial planning and investing
- Strong analytical skills and tech savvy
- Excellent communication skills (both verbal and written)
- Ability to work independently
- Good organizational skills and attention to detail
- Ability to prioritize and multi-task
EXAMPLE CANDIDATE PROFILES
Potential candidate types include but are not limited to:
- New graduates
- Candidates with 0-3 years of financial industry experience
- Candidates with more experience who may bring a book of business
POTENTIAL BENEFITS
- Ground floor opportunity with significant learning potential, growth opportunities, and monetary upside
- Competitive salary based on background and experience
- Incentive bonuses based on personal and business milestones
- The firm can pay for relevant education and licensing
IMPORTANT NOTE
I have spent years developing a system of processes and protocols for many aspects of my business. These should allow for significant growth and scaling once this role is filled and relieves some of my time and business bottlenecks. In the beginning, this role will focus on specific current needs (i.e., address those bottlenecks). However, it can evolve according to the strengths and goals of the person I hire. For example, one might eventually want to specialize in financial planning, investing, marketing, research, business development, etc. So, we would make future hires to takeover the other responsibilities.
To be sure, this is not a "smile and dial" role with a large firm. This is a boutique firm and I am a teacher at heart. So, I will work very closely with the chosen candidate. This will require a partner-like mentality that could eventually evolve into a true partnership.
Interested candidates with the required qualifications should send their resume and a cover letter to Aaron.Brask@AaronBraskCapital.com with "Your job post" in the subject line.
