Investment Analyst & Operations - Remote

Park Wealth Management – Redondo Beach, CA Investment Analyst & Operations I am seeking a motivated and energetic professional to assume the role of Investment Analyst & Operations that is comfortable with working 100% remote.

Make sure to apply with all the requested information, as laid out in the job overview below.

Very big plus to have experience working with LPL Financial and / or Charles Schwab.

We custody client accounts at both custodians.

I have been a Financial Advisor for over 35 years and currently rank in the top 15% of all producers at LPL Financial.

Job Purpose : Provide Advisor with support in managing almost $100 million in client assets and assist with growing the assets under management to $250 million in the next 10 years.

Essential Functions : 35%

• Investment Analyst
• Assist with researching and monitoring investments, comparing portfolios and running analysis on prospective client portfolios.

60%

Provide client service for existing accounts.

Assist with investment trading and record keeping.

5%

Investment Analyst

Investment Operations

Assist with investment trading and recordkeeping.

Marketing

Work with Compliance Department to get approval on relevant items Future Potential : As we continue to grow the business, you can have more and more contact working with our existing clients.

Qualifications : Bachelor’s degree required Series 7 License

Desire to continually learn new technology to increase efficiency Salary & Benefits : I will offer salary, bonus and 401(k) Plan.

Park Wealth Management Information : I am looking to add a third person to complement our team of two people currently.

If you are hired, you will be working closely with Sean.

Thus, this is a small office environment.

You will eventually be communicating with every client (verbally and email) to assist them with their wealth management needs.

Park Wealth Management provides the following services to approximately 100 families : Financial Planning Investment Management Retirement and College Education Planning Risk Management – Life & Disability Insurance Products Estate Planning Please review my website or social media for additional information.

www.parkwealthmanagement.com https : / / www.youtube.com / @ParkWealthManagement-yw6jv http : / / lnkd.in / RVzvi9 https : / / www.facebook.com / ParkWealthManagement

Remote working / work at home options are available for this role.