Investment Advisor

Job DescriptionJob DescriptionAs a Registered Assistant, you will work as part of a financial advisory team supporting clients with portfolios typically ranging from 500,000 to $10 million. Reporting to senior advisors, you will leverage proprietary investment software, CRM systems, and financial planning tools to review portfolios and build strong client relationships. This role does not require travel and focuses on providing expert consultation and management services within a collaborative team environment.

ResponsibilitiesConduct client consultations to understand financial goals and investment needsManage and nurture client relationships to ensure satisfaction and trustCollaborate with senior advisors and team members to develop investment strategiesUtilize proprietary investment software and financial planning tools for portfolio managementMaintain accurate client records using CRM software Preferred Qualifications2+ years of experience in investment advisingBachelor's degree in Finance or related fieldFINRA Series 7, Series 65, Series 6, Series 63, or Series 66 certificationsStrong client communication and sales skillsExcellent problem-solving abilities and organizational skills