The person in this position is responsible for performing reconciliations, analyses, accounts payable duties, and preparing financial statements and various financial reports.  A bachelor’s degree in accounting is required.  Candidates must be accurate, efficient, and extremely organized.

Please send cover letter and resume to: hr@cadaretgrant.com

The person in this position is responsible for handling variable annuity business applications and providing customer support to financial advisors. Candidates should have a strong working knowledge of the product and the financial services environment. A bachelor’s degree in business or finance, plus minimum 3-5 years of relative experience, or a comparable combination of education and experience is required. FINRA licensing with one of the following is preferred: 6, 7, 24, or 26. Good communication and organizational skills are essential. 

Please send cover letter and resume to: hr@cadaretgrant.com

This paid internship opportunity will allow an accounting major to train in Internal Auditing. Responsibilities include the analysis and testing of transactions, procedures, reports, and programs throughout the firm. Candidates should be accurate and extremely organized. Participation in a bachelor's degree program as an accounting major is required.

Please send cover letter and resume to: hr@cadaretgrant.com

The person in this position is responsible for processing incoming files on our client database system. This is accomplished by reviewing reports and electronic files, matching and reconciling data, and correcting data, entering missing information, and adjusting discrepancies.  Candidates should have strong analytical skills, data entry and PC Skills, and strong attention to detail. An associate's degree in business or computer information systems or equivalent work experience is required.

Please send cover letter and resume to: hr@cadaretgrant.com

The person in this position is responsible for providing PC hardware and software support to more than 100 end users. This includes maintaining user access, generating documentation and reports, and assisting the IT team with various network and technology support. A bachelor’s degree in Information Technology (IT), Management Information Systems (MIS), or a related computer science program is required. Good  communication and organizational skills are essential. 

Please send cover letter and resume to: hr@cadaretgrant.com

This paid internship opportunity will allow a finance major to train in our Trading Department. He or she will provide support to the trading staff and assist with special projects. Candidates should be accurate and extremely organized. Participation in a bachelor's degree program as a finance major is required.

Please send cover letter and resume to: hr@cadaretgrant.com

This  full time position is with our sister firm, Capital Strategy Group, Ltd., a portfolio management and reporting company. The person in this position is responsible for tracking, balancing, and reconciling client investment accounts. This includes data entry, verifying trade documentation, and reviewing daily reports. Qualified candidates should have strong computer skills and great attention to detail. A bachelor’s degree in finance or business and securities industry knowledge is preferred but not required.

Please send cover letter and resume to: hr@cadaretgrant.com

The person in this position works with the portfolio manager to monitor client portfolios and investment activities of Capital Strategy Group, Ltd. This would be accomplished through regular monitoring and assessing market activity, developing and analyzing various portfolio allocation models, making investment recommendations, following through with specialized account trading, and tracking and reporting investment results. Candidates must have a strong working knowledge of investments. A bachelor's degree in finance or business with a minimum of 2-4 years security industry experience is preferred. Capital Strategy Group is a sister company of Cadaret, Grant & Co., Inc.

Please send cover letter and resume to: hr@cadaretgrant.com

The person in this position is responsible for securing new financial advisors to Cadaret, Grant. This position also sets production goals, establishes strategic business plans, and markets the firm’s services to prospective advisors. A bachelor’s degree, Series 7 and 24 licenses preferred as well as extensive knowledge of the broker/dealer business environment is required.

Please send cover letter and resume to: hr@cadaretgrant.com