Research Intern Job Description

RESEARCH ASSISTANT WANTED: Missoula based money management firm is searching for a diligent, focused individuals with a broad and flexible skill set and an entrepreneurial spirit. This position will serve as support for a wide variety of functions within a fast paced financial office environment. We are a thriving small business requiring a broad and evolving array of tasks.

Position Description:

• Performance Reporting
• Management of Portfolio Accounting Software
• Creating and updating of detailed excel models and spreadsheets
• Preparation/updating of marketing materials
• Institutional sales activity
• Assisting equity and fixed income trading
• General marketing assistance and administrative functions
• Interaction with sales and research positions

Qualifications:

• Finance/Accounting/Econ/MIS/CS/Math background preferred, but not required
• Strong desire to learn about the financial services industry
• Comfortable with advanced Excel models, VBA experience is a plus
• Exceptional attention to detail, experience with audit-type functions a plus
• Ability to prioritize and handle multiple tasks
• The software proficiencies required on a daily basis will be very extensive so a strong working knowledge of Microsoft Office, Excel, Bloomberg, Orion, Eikon, Sentieo, Koyfish and other software applications a plus

Please submit resume and cover letter to Rob Richardson at rrichardson@sglong.com

Financial Advisor Job Posting

S G Long Financial is seeking experienced Financial Advisors to join our team. This position will be responsible for providing financial planning, financial advice, and investment management to individuals, not for profits and businesses. The successful candidate will have knowledge of market performance and investment strategies, but also must have excellent communication and people skills since sourcing new clients and providing financial advice is a large part of the job.

S G Long Financial is a locally and employee owned financial services firm and has been serving the needs of individuals and institutions in 45 states across the United States for over 35 years. As an independent Broker/Dealer and SEC Registered Investment Advisory Firm, we have built our business on creating, maintaining and nurturing relationships and understanding the synergistic relationship of giving back to the community we live, work and play in. In addition to the flourishing economy, the S G Long Financial Team has made the choice to live and work in Missoula for the exceptional lifestyle, outstanding recreational opportunities and strong community involvement.

Through its Broker/Dealer and RIA Companies, S G Long Financial provides the flexibility to offer a full suite of financial planning solutions for individuals and institutions alike. These services include, but are not limited to, in-house investment advisory services, retirement planning, estate planning, tax planning, insurance, business planning and investment management services of 401(k), 403(b), TSA’s, pensions and profit-sharing plans. Additionally, one of the many unique features of S G Long Financial is our own in-house experienced professional research team. SGL Investment Advisors, Inc. is an SEC registered boutique investment advisory firm that analyzes and manages customized investment portfolios for high net worth individuals and institutions.

Responsibilities:

• Build a book of assets under management by generating leads, referrals and clients from business networking, community involvement, and applied sales practices
• Develop relationships by meeting with clients to review their existing financial situation and to establish the client/planner relationship.
• Analyze, develop, recommend and implement an investment strategy suggesting specific investments and insurance products, including separately managed investment accounts, mutual funds, annuities, equities, fixed income investments, corporate and tax-exempt bonds, life insurance, etc.
• Keeps abreast of new planning tools, products, and resources, changing regulations and professional standards Understanding and complying with all aspects of regulation and practices, including laws and regulations governing the duties and responsibilities of the industry
• Keeps abreast of new planning tools, products, and resources, changing regulations and professional standards Understanding and complying with all aspects of regulation and practices, including laws and regulations governing the duties and responsibilities of the industry
• Maintaining all necessary licenses and registrations as required, including completing all mandatory training and industry-related continuing education
• Exceed customer expectations in terms of accuracy, efficiency, courtesy, and professionalism and provide a Five-Star level of service

Qualifications:

• 2+ years of related sales experience and/or financial services experience.
• Bachelor’s degree or equivalent in accounting, finance, or related field of study
• Exceptional interpersonal and relationship-building skills
• Current AUM a plus

Job Type: Full-Time

Education:

• Bachelor's (preferred)

Location:

• Missoula, MT (preferred)

License Requirements:

• FINRA Series 7 and 66
• Health and Life Insurance (optional)