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Investment Advisor

Details

Country: USA
Location: Deerfield IL
Total applied: 40
Location:US-IL-Deerfield

Base Pay:$55,000 - $65,000/Year
Employee Type:Full-Time Employee

Industry:Banking - Financial Services Securities

Manages Others:no

Investment Advisor

Rapidly growing independent financial services firm specializing in investment management, financial planning, and employee benefits is seeking service oriented individual to manage investment accounts and client relationships. This is a great opportunity for a detail oriented person with strong communication skills. Duties include account maintenance, performance monitoring and reporting, investment research, generating proposals, placing transactions, and assisting clients with investment decisions. This is not a sales position.
REQUIREMENTS
NASD Series 6 or 7 and 63 licenses required.
4 year college education required.
Integrity and honesty.
Strong organizational and interpersonal skills.
Ability to multi-task.

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