Locust Capital is a dynamic boutique wealth management firm that was founded based on the traditional belief that old-fashioned and honest hard work will be rewarded. Our entrepreneurial spirit coupled with our time-honored beliefs make a vibrant workplace that is constantly changing. The partners at Locust Capital believe that people are the foundation of our success. If you feel that you can add value to our firm then please forward a resume and cover letter with salary requirements to info@locustcap.com. No faxes or phone calls please.
Director of Operations:
We are looking for a Director of Operations that has experience in the independent RIA arena preferably on the Charles Schwab Institutional platform. This candidate will be dealing with account applications, investment portfolio statements, portfolio construction, portfolio rebalancing and other tasks as needed. BA/BS preferred depending on experience. Series 65 required.
Vice President / Producer:
This candidate will have their own book of clients to manage on the Locust Capital platform. This person will excel at managing client relationships and will have technical expertise in a broad range of financial subjects. BA/BS required along with other credentials such as the CFP designation and the Series 65. MBA or graduate degree preferred. This candidate must have 5 years minimum experience providing financial/investment advice while working directly with clients.