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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 bonusLocation:
Camas, WA (also Plano, TX, Tampa, FL)
Responsibilities:
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.
Qualifications:
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.
Additional Certifications (Optional):
FINRA 7
FINRA 66
CFP (Certified Financial Planner)
CFA (Chartered Financial Analyst)
CHFC (Chartered Financial Consultant)
CRPC (Chartered Retirement Planning Counselor)
Preferred
Qualifications:
Background in prominent investment firms.
Day-to-Day Tasks:
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.
The Opportunity:
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.
Compensation Package:
Bonus :
Performance-based discretionary bonus.
Work-Life Balance : 40-hour workweek with no travel requirements.
Client Interaction :
Connect with 7–15 clients daily.
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