Investment Adviser

Role Description

This is a full-time, on-site role for an Investment Advisor to join our established team of investment professionals. The Investment Advisor will be responsible for managing client investment portfolios, implementing investment strategies, monitoring market trends, conducting research, and making investment decisions. The Investment Advisor will also be responsible for providing high-quality customer service and addressing client inquiries and concerns related to their financial goals and investment portfolios.

Qualifications

• Financial Service Industry experience
• Excellent analytical and problem-solving skills
• Strong communication and interpersonal skills
• Bachelor's degree in Finance, Economics, Business, or related field
• Professional certifications such as CFA, CFP, or similar are a plus

Seniority level

Employment type

Job function

J-18808-Ljbffr