Investment advisor, financial advisor - Point of Rocks, MD, United States - Neptune Enterprises

Neptune Enterprises
Neptune Enterprises
Verified Company
Point of Rocks, MD, United States

1 week ago

James Miller

Posted by:

James Miller

beBee Recruiter
Freelance
Description
Our company specializes in services related to capital investments in investment funds. After the initial consultation, we provide continuous and long-term support for our clients and their investment portfolios.

We are currently seeking a dynamic and motivated full-time colleague to support and expand our client base in Point of Rocks, MD as an
Investment Advisor, Financial Advisor (m/f):


Your responsibilities

  • Continuous consultation and support (in person, by phone, or online) for our existing clients in the area of capital investments in investment funds
  • Professional acquisition of new clients
  • Collaboration in the development and expansion of our online marketing
  • Development of wellthoughtout and customeroriented investment solutions
  • Strengthening customer relationships through excellent service

Your profile

  • Completed training as a bank clerk, financial advisor (m/f) or a comparable qualification in the financial services industry
  • Several years of solid professional experience (employed or selfemployed) in customer consultation
  • Good knowledge in the area of open investment funds
  • Solid understanding of the most common areas of capital investments
  • Basic knowledge of online marketing and willingness to expand this knowledge
  • Absolute reliability and strong service mentality
  • Ability to work independently and take initiative

Our benefits and prospects for your commitment

  • A secure job in a company that puts people first
  • A work environment that values teamwork and collegiality
  • A competitive salary, supplemented with performancebased bonuses
  • Development of your personal and individual strengths
  • For
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