Junior/Senior Financial AdvisorHire Options, Inc. • Los Angeles, CA, US
Junior / Senior Financial Advisor
Hire Options, Inc. • Los Angeles, CA, US
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job_description.job_card.job_descriptionBachelor's degree. Minimum 2+ years of experience in financial services, asset gathering, research, and relationship management. Series 65 licensing preferred. Proficiency in MS Office Suite. Salary Range : $60,000 - $70,000 Seniority Level : Entry level Employment Type : Full-time Job Function : Finance and Sales Industry : Staffing and Recruiting
Job Title : Junior Financial Advisor
Join to apply for the Junior Financial Advisor role at Hire Options, Inc.
Asset management company is seeking a Junior Financial Advisor to join their team in the Los Angeles or Chicago office.
Responsibilities
- Assist in asset gathering efforts by identifying and prospecting potential clients.
- Conduct research and analysis on investments, financial markets, and client portfolios.
- Collaborate with senior advisors to develop tailored financial plans and investment strategies.
- Manage relationships with clients.
- Prepare reports, presentations, and other client-facing documents.
- Assist with the preparation and review of client portfolios.
Qualifications
Hire Options Inc. and its clients are equal opportunity employers. We consider qualified applicants with criminal histories in accordance with local ordinances and the Fair Chance Initiative for Hiring.
Additional Information
J-18808-Ljbffr
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Financial Advisor • Los Angeles, CA, US
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