Investment Operations Specialist managing vendor relationships and contract negotiations for investment data services at a global investment management firm. Collaborating with cross - functional teams to ensure data needs are met.
About the role
- Financial Advisor providing comprehensive financial planning and investment management services to help clients achieve their financial dreams. Expertise in retirement planning and investment strategies is key.
Responsibilities
- Connect with clients to understand their financial needs and goals
- Guide clients on retirement planning, estate planning, asset allocation, and investment strategies
- Develop and implement tailored financial plans to help clients reach their objectives
- Regularly review and adjust clients' investment portfolios to ensure alignment with their goals
- Keep up with industry trends and regulations to offer the most current advice
Requirements
- At least 3 years in financial planning and investment management
- Experience with high net worth clients is a plus
- Bachelor's degree in Finance, Accounting, Economics, or a related field
- A Master's degree is a bonus
- Series 63, Uniform Combined State Law, and Series 6 licenses (willingness to acquire Series 7)
- Applicable State Life and Annuity Insurance Licenses
- Strong analytical and problem-solving abilities
- Excellent communication and interpersonal skills
Benefits
- Health insurance
- 401(k) matching
- Flexible work hours
- Paid time off
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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