- Client Relationship Building: Develop and maintain strong client relationships within the finance industry, emphasizing trust and consultation.
- Portfolio Strategy Education: Educate clients on top-down portfolio strategies, investments, and market events.
- Client Engagement: Proactively connect with clients quarterly to review asset allocation and ensure alignment with long-term financial goals.
- Client Acquisition: Collaborate with the sales team to gradually expand the roster of high-net-worth clients.
- Experience: Minimum 2 years in building client relationships in finance.
- Licenses: Series 65 required (assistance provided for obtaining).
- Education: Bachelor's degree or equivalent work experience.
- Approach: Consultative approach with a focus on client needs.
- FINRA 7
- FINRA 66
- CFP (Certified Financial Planner)
- CFA (Chartered Financial Analyst)
- CHFC (Chartered Financial Consultant)
- CRPC (Chartered Retirement Planning Counselor)
- Background in prominent investment firms.
- Client Focus: Act as the primary point of contact for our Private Client Group, nurturing client relationships.
- Portfolio Reviews: Regularly engage with clients to review asset allocation and progress towards financial goals.
- Client Growth: Work with the sales team to expand the client base.
- Key Role: Represent clients in the United States.
- Collaboration: Partner with internal teams to deliver exceptional service.
- Training Program: Benefit from a comprehensive finance education tailored to our Investments' approach.
- Supervision: Report to a seasoned group manager for guidance and career development.
- Bonus: Performance-based discretionary bonus.
- Work-Life Balance: 40-hour workweek with no travel requirements.
- Client Interaction: Connect with 715 clients daily.
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Investment Analyst - Camas, United States - Gentis Solutions
Description
Salary: 85,000?95,000 base salary, up to 110,000?130,000 with bonus
Location: Camas, WA (also Plano, TX, Tampa, FL)
Responsibilities:
Qualifications:
Additional Certifications (Optional):
Preferred Qualifications:
Day-to-Day Tasks:
The Opportunity:
Compensation Package: