ABOUT JACOBSON & SCHMITT ADVISORS
Jacobson & Schmitt Advisors is a leading financial advisory firm that provides comprehensive financial planning and investment management services. With a team of highly skilled and experienced advisors, we are committed to helping our clients achieve their financial goals and secure their financial future.
At Jacobson & Schmitt Advisors, we understand that each client has unique financial needs and objectives. That is why we take a personalized approach to financial planning, tailoring our strategies to meet the specific goals and circumstances of each individual or family. Our advisors work closely with clients to develop a customized financial plan that encompasses all aspects of their financial lives, including retirement planning, investment management, tax planning, estate planning, and risk management.
Our team of advisors brings a wealth of knowledge and expertise to the table. With years of experience in the financial industry, they have a deep understanding of the complex and ever-changing financial landscape. They stay up to date with the latest market trends and investment strategies to ensure that our clients receive the most current and relevant advice.
ROLES AND TYPES
At Jacobson & Schmitt Advisors, we offer a range of roles and types of positions to suit different skill sets and career aspirations. We have opportunities for financial advisors, investment analysts, portfolio managers, client service associates, and administrative professionals. Whether you are a seasoned professional looking to take your career to the next level or a recent graduate looking to gain valuable experience in the financial industry, we have a role that may be the perfect fit for you.
Our financial advisors are responsible for building and maintaining strong relationships with clients, providing them with personalized financial advice, and helping them navigate the complexities of the financial markets. They work closely with clients to understand their goals and objectives and develop comprehensive financial plans to help them achieve their goals.
Our investment analysts play a crucial role in conducting research and analysis to identify investment opportunities and make informed investment decisions. They analyze market trends, monitor economic indicators, and evaluate the performance of various investment options to provide recommendations to our clients.
Our portfolio managers are responsible for overseeing the investment portfolios of our clients. They monitor market conditions, make adjustments to the portfolios as necessary, and ensure that the portfolios are aligned with the clients' investment objectives and risk tolerance.
Client service associates are the main point of contact for our clients. They provide exceptional service, answer client inquiries, and assist with account maintenance and administrative tasks. They play a vital role in ensuring that our clients' needs are met and that they receive the highest level of service.
Administrative professionals provide support to our advisors and other team members. They handle administrative tasks, manage calendars, coordinate meetings, and ensure that the office runs smoothly.
IS JACOBSON & SCHMITT ADVISORS HIRING NOW?
Yes, Jacobson & Schmitt Advisors is currently hiring for various positions. We are always looking for talented individuals who are passionate about finance and are dedicated to helping clients achieve their financial goals. Visit our careers page to view our current job openings and submit your application.
IS IT HARD TO GET A JOB AT JACOBSON & SCHMITT ADVISORS?
The hiring process at Jacobson & Schmitt Advisors is competitive, as we strive to attract and hire the best talent in the industry. We look for individuals who have a strong academic background, relevant work experience, and a genuine passion for finance. While the hiring process may be rigorous, we believe that it is important to find the right fit for both the company and the candidate. If you have the skills, qualifications, and determination, you have a good chance of securing a job at Jacobson & Schmitt Advisors.
WHAT IS THE HIRING PROCESS AT JACOBSON & SCHMITT ADVISORS?
The hiring process at Jacobson & Schmitt Advisors typically involves several steps to ensure that we select the most qualified candidates. After submitting an application, qualified candidates may be invited for an initial interview, either in person or via video conference. This interview allows us to learn more about the candidate's qualifications, experience, and fit for the role.
If the initial interview is successful, candidates may be invited for a second interview, which may include additional members of the team or senior management. This interview provides an opportunity for further assessment and to determine if the candidate aligns with our company culture and values.
Depending on the role, candidates may also be required to complete assessments or provide work samples to demonstrate their skills and abilities.
Once a final candidate is selected, an offer of employment may be extended, contingent upon successful completion of background checks and reference checks.
HOW MANY EMPLOYEES DOES JACOBSON & SCHMITT ADVISORS HAVE?
Jacobson & Schmitt Advisors has a dedicated team of highly skilled professionals. While the exact number of employees may vary, we pride ourselves on maintaining a team that is large enough to provide comprehensive services to our clients, yet small enough to foster a collaborative and supportive work environment. Our team consists of financial advisors, investment analysts, portfolio managers, client service associates, and administrative professionals who work together to deliver exceptional financial planning and investment management services.
WHERE ARE JACOBSON & SCHMITT ADVISORS HEADQUARTERS?
Jacobson & Schmitt Advisors is headquartered in the heart of the financial district in New York City. Our central location allows us to stay connected with the latest trends and developments in the financial industry and provides easy access to our clients located in the area. From our headquarters, we serve clients across the United States, offering them personalized financial advice and strategies tailored to their specific needs and goals.