Investment Advisor Representative


New Haven, CT, US, 06510

Category:  Investments

Feel Good About Doing Good

The Knights of Columbus is a tax-exempt Catholic fraternal benefit society that provides financial security to members and their families through our life insurance, long-term care insurance, disability income insurance, investment and annuity products. Charity is at the core of our missions: our profits are donated to help those in need and to support our faith - $1.73B over the past ten years.


While we have many employees who are not Catholic, we follow the Church’s teachings in our investment strategies and our employee benefits. As part of our religious mission, we support the pro-life cause by contributing to the March for Life and pregnancy resource centers, we oppose assisted suicide and euthanasia, we are evangelists for the Catholic faith, and we help Christians who are facing religious persecution in the Middle East.  We all work together to support our two million members as they volunteer to help others in their parishes and communities around the world.


Share Your Talent. Live Your Purpose.

We are a growing and purpose-driven community of professionals. Join us to discover how you can meet your goals and ours!


Facilitates sales initiatives and business development opportunities within Knights of Columbus Asset Advisors on behalf of our proprietary suite of mutual fund investment products. Support additional distribution channels (omnibus, broker-dealer, third-party) as demand dictates. Serves as the main point of contact for inbound inquiries from clients and executes targeted campaigns. Coordinates with internal parties and external vendors to establish and service accounts on an ongoing basis.

Core Responsibilities


  • Learn and understand proprietary offering of investments, spanning mutual and commingled funds and separate account strategies
  • Understand external vendor portals that will be necessary for establishing accounts and maintain thereafter.
  • Establish relationships with interested parties to facilitate asset growth for KoCAA investments
  • Identify areas of growth based upon historical success with client and account types, geographies, and/or specific strategies
  • Create standardized, as well as custom, client content across all products
  • Produce regular and ad hoc materials for internal management that reflects the business and sales cycle
  • Communicate with other internal departments to source
  • Resolve client inquiries using internal applications and external vendors
  • Acquire and maintain necessary securities licensing - Series 65


Skills Qualifications

  • Desire to be in sales and role and comfortable in front of clients
  • Foster a sense of teamwork while assisting others when needed
  • Maintain a commitment to quality and attention to detail
  • High ethical and moral standards that mirror the firm’s values and principles
  • FINRA Series 65 Exam; able to be obtained shortly after hire
  • 0-3 years related work experience or equivalent combination in training and experience Interest in finance and economics
  • Client relationship management software experience is a strong plus


  • Bachelor’s degree in finance and/or marketing.
  • MBA (or progress towards) desirable


The wage range for this role takes into account a broad array of factors that are considered in making compensation decisions, including but not limited to: skill sets; experience and training; licensure and certifications; and other business and organizational needs.  The range below applies as long as the work is performed in Connecticut; the Knights of Columbus reserves the right to adjust the wage range if the position is performed in another location.  At the Knights of Columbus, it is not typical for an individual to be hired at or near the top of the range for their role, and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $41,000-63,500.

Physical Demands

Must be able to remain in a stationary position for a majority of the workday.

Authorization to work in the United States is required.

This position is not eligible for visa sponsorship.

KofC Cares

Our mission is focused on family and faith, and we support our employees in seeking a balanced life.


Employee benefits include:


Time Away: 13 paid holidays per year in addition to vacation and paid sick leave, and flexible workweek schedules.


Professional Development: Certifications, designation, and tuition reimbursement.


Retirement Benefits: 401(k) retirement savings plan with matching company contributions, and cash balance retirement plans fully funded by the company.


Health and Wellness:


  • Short-term disability and term life insurance fully paid for by the company;
  • Up to 12 weeks of childbirth leave under STD policy.
  • One week of fully paid parental leave for all new parents, including adoptive and foster parents.
  • A variety of health insurance options, including premium-level family coverage and a pre-tax Health Savings Account with employer contributions. The Order's health plans do not cover abortion, sterilization, or contraception, and the Order has helped advocate for other employers who do not want to provide coverage.
  • Long-term disability insurance;
  • Dental insurance;
  • Vision insurance;
  • Health club membership reimbursement;
  • Employee Assistance Program


Nearest Major Market: New Haven
Nearest Secondary Market: Hartford