Investment Analyst - Parsippany, United States - Summit Financial, LLC

Description

Investment Analyst

Company Overview:

Join our forward-thinking RIA team at Essex Wealth Management, a financial services practice dedicated to providing tailored investment solutions to our family of clients.

With a focus on innovation and high touch service, we pride ourselves on our commitment to excellence and integrity.

As we continue to grow and expand our offerings, we are seeking a skilled and motivated Investment Analyst to join our dynamic team.

Position Overview:

As an Investment Analyst at Essex Wealth Management, you will play a crucial role in supporting our investment strategies and providing valuable insights to our clients.

Leveraging our expertise in sales, asset management, planning, and insurance, you will contribute to the development and implementation of strategies that align with our clients' goals and objectives.

This hybrid position

• 3 days in the office, is an exciting opportunity for a talented professional looking to make a significant impact in the financial services industry.

Key Responsibilities:

• Conduct thorough research and analysis on various investment opportunities, including stocks, bonds, managed funds, private and alternative investments.
• Assist in the development of investment strategies and portfolio management techniques based on client needs and market conditions.
• Collaborate with financial advisors and clients to understand their investment goals and risk tolerance.
• Prepare detailed investment proposals and presentations for client meetings.
• Monitor and evaluate portfolio performance, making recommendations for adjustments as needed.
• Stay informed about market trends, economic indicators, and regulatory changes that may impact investment decisions.
• Provide exceptional customer service and build strong relationships with clients to ensure their longterm satisfaction.

Qualifications:

• Bachelor's degree in Finance, Economics, Business Administration, or a related field.
• Previous experience 37 yrs in sales, investments, financial planning, or insurance preferred.
• Strong analytical skills with the ability to interpret financial data and market trends.
• Excellent communication and presentation skills, with the ability to convey complex information clearly and effectively.
• Detailoriented with a commitment to accuracy and precision.
• Ability to work both independently and collaboratively in a fastpaced environment.
• Professional certifications such as CFA, CFP, or Series 7 are a plus.

Benefits:

• Competitive salary and bonus structure.
• Comprehensive benefits package, including life and health insurance, 401K,etc.
• Opportunities for professional development and advancement within the company.
• A supportive and inclusive work environment that values commitment to excellence and teamwork.

Essex Wealth Management is an equal opportunity employer and welcomes individuals of all backgrounds to apply.


Pay:
From $75,000.00 per year


Benefits:

• 401(k) matching
• Dental insurance
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday

Work Location:
Hybrid remote in Parsippany, NJ 07054