Junior Investment Advisor - New Hope, United States - Nexus Dynamics

Nexus Dynamics

Verified Company

New Hope, United States

3 weeks ago

Posted by:

Savannah Johnson

beBee Recruiter

Description

About the Company
At New Hope, we offer comprehensive financial consulting services. We assist our clients in obtaining the best possible conditions for their mortgage financing and provide a wide range of services in asset management for investors.

Our company is your reliable partner for making value-based decisions for the future: real estate - mortgage financing - asset management.

What We Offer:

A dedicated, open-minded, and modern work environment
A forward-thinking company with potential for growth
Flat hierarchies
Existing customer base
Opportunities for further education and training

What to Expect:

You will conduct analyses of clients' current financial situations
You will set goals for financial planning, modalities, and risk levels, ensuring high customer satisfaction
You will acquire new customers and manage investment transactions efficiently and accurately
You will handle orders and correspondence

What We're Looking For:

You have successfully completed a vocational training in the financial sector
You have in-depth knowledge of open and closed funds, stocks, bonds, certificates, financing, and insurance, and possess a customer- and service-oriented mindset