Enhance your career at Old Slip Capital.
Our firm harnesses the entrepreneurial drive of our people, and we strive to employ among the best in the industry. We offer an opportunity for developing one's career while working with individuals trained in a variety of disciplines in a collegial and dynamic environment.
Open Roles Experienced Financial Advisor Advise individuals, families and institutions on investment strategy, planning and portfolio construction.
— Manage and grow a book of advisory relationships with a fiduciary standard of care — Build financial plans covering investments, retirement income, tax awareness and estate coordination — Partner with our retirement plan and insurance teams to serve clients holistically — Series 65 or 66 (or CFP) preferred; established client relationships a plus Apply for this role→ Retirement Plan Consultant / Advisor Work with CFOs, HR leaders and retirement plan committees on 401(k) and other employer-sponsored plans.
— Serve as 3(21) or 3(38) fiduciary support on plan investment menus and committee governance — Run fee benchmarking, provider searches and plan design reviews — Lead committee meetings, documentation and participant education — ERISA fluency and retirement plan experience required; AIF, CPFA or C(k)P a plus Apply for this role→ Group Benefits Consultant Design and manage employee benefits programs for corporate clients of all sizes.
— Market, negotiate and renew medical, dental, vision, life and disability programs — Advise on plan funding, compliance and cost-containment strategies — Support open enrollment, employee communication and ongoing service — Life and health license required; benefits brokerage experience preferred Apply for this role→ Insurance Consultant (Individual and Corporate) Advise clients on life, disability and long-term care coverage for personal and business needs.
— Conduct needs analysis for individuals, families and business owners — Structure buy-sell, key person and executive benefit arrangements — Work with carriers on underwriting, case design and placement — Life and health license required; advanced planning experience a plus Apply for this role→ 