Job Summary:
We are seeking an experienced Investment Consultant to join our team. The ideal candidate will provide financial advice to clients on investment opportunities, maintaining a strong understanding of financial markets and products.
Duties:
- Conduct in-depth financial analysis to provide investment recommendations
- Develop customized financial plans based on clients' goals and risk tolerance
- Monitor clients' portfolios and recommend adjustments as needed
- Stay updated on market trends and investment opportunities
- Assist clients in making informed decisions regarding their investments
- Provide excellent customer service to build and maintain client relationships
Requirements:
- Experience / Education / Fresh in Finance, Economics, or related field
- Fresh / Proven experience in asset management, financial sales, or investment consulting
- Knowledge of tax regulations, securities law, and portfolio management
- Proficiency in financial software for analysis and reporting
- Excellent communication and sales skills
- Ability to manage cash flow effectively
- Relevant certifications are a plus
Join our team as an Investment Consultant and help clients achieve their financial goals through sound investment strategies.
Job Types: Full-time, Contract, Internship
Contract length: 12 months
Pay: Up to $75,000.00 per year
Work setting:
Work Location: Remote