Junior / Senior Financial Advisor

Job Title : Junior Financial Advisor

Join to apply for the Junior Financial Advisor role at Hire Options, Inc.

Asset management company is seeking a Junior Financial Advisor to join their team in the Los Angeles or Chicago office.

Responsibilities

• Assist in asset gathering efforts by identifying and prospecting potential clients.
• Conduct research and analysis on investments, financial markets, and client portfolios.
• Collaborate with senior advisors to develop tailored financial plans and investment strategies.
• Manage relationships with clients.
• Prepare reports, presentations, and other client-facing documents.
• Assist with the preparation and review of client portfolios.

Qualifications

Hire Options Inc. and its clients are equal opportunity employers. We consider qualified applicants with criminal histories in accordance with local ordinances and the Fair Chance Initiative for Hiring.

Additional Information

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