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    Investment Analyst - Camas, United States - Gentis Solutions

    Gentis Solutions
    Gentis Solutions Camas, United States

    4 weeks ago

    Default job background
    Accounting / Finance
    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:

    1. Client Relationship Building: Develop and maintain strong client relationships within the finance industry, emphasizing trust and consultation.
    2. Portfolio Strategy Education: Educate clients on top-down portfolio strategies, investments, and market events.
    3. Client Engagement: Proactively connect with clients quarterly to review asset allocation and ensure alignment with long-term financial goals.
    4. 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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