Data Analyst III
نُشرت في :
20-04-2024
صاحب العمل نشط
1 وظيفة شاغرة
حالة تأهب وظيفة
سيتم تحديثك بأحدث تنبيهات الوظائف عبر البريد الإلكترونيValid email field required
أرسل الوظائف
حالة تأهب وظيفة
سيتم تحديثك بأحدث تنبيهات الوظائف عبر البريد الإلكترونيValid email field required
أرسل الوظائف
الوصف الوظيفي
رقم الوظيفة : 2417491
Are you a Financial Advisor or a Stock Broker looking for the next step in your career? Our client has an opportunity for you! Check out the Investment Counselor
Do you have a background in Finance and Investments as either an advisor or broker, Are you a high achiever? Do you have passion? Drive? Do you want to be innovative? Do you love to build relationships and educate? Do you challenge yourself to continue to grow and develop? Then we are looking for you!
The Role:
Be the voice of our client to their high net worth clients as an Investment You will spend your time educating each of our clients on our investment philosophy, explaining why we ve made certain decisions for their particular portfolio, and helping them understand events in the market all to help each of our clients stay on track to achieve their long-term You will provide a valuable service to your clients, building relationships based on trust and the expertise that our client You will receive support from internal departments to allow you to focus on providing unparalleled customer You can take off your many hats as a Financial Advisor and become an expert in service and
Some of What Our Client Will Provide You:
* An assigned roster of high net worth clients, to allow you to focus on building trust, educating, and providing unparalleled customer service
* Advanced finance and capital markets education through our training and mentoring program
* Direct access to portfolio decision makers and their supporting research teams to further your education and provide quality solutions to clients
* Open team environment to provide support and organic learning from other intelligent and ambitious individuals
* Opportunities for advancement which are driven by your performance, drive, and attitude you determine your career path
* Competitive compensation that aligns your interest with the client s, instead of
The Bottom Line:
The individuals who typically excel in this role have finance experience and a thorough understanding of the investment They understand our client is structurally and culturally different from its competition, and that gives us an You will succeed if you have a desire to develop relationships with your clients as opposed to focusing primarily on selling them products or unnecessarily trading their You will thrive if you have a tremendous desire to explore new opportunities and challenges and along the way, seek to help us in our quest to better the investment Finally, you will excel here if you have a strong understanding of the importance of the service we offer our clients if you continuously strive to put your clients
OUR CLIENT IS AN EQUAL OPPORTUNITY EMPLOYER
5+ years of specifically selling to stock market investors Current Investment Adviser Representative designation, OR FINRA Series 65, OR a combination of FINRA Series 7 & 66, OR qualifying financial professional designations Experience bringing in new investor business Experience in high-volume phone activity and in-person meetings Record of six-figure earnings in each of the past 3 years (pay for production compensation model)
نوع التوظيف
دوام كامل
المجال
القسم / المجال المهني
تطوير البرمجيات / تطوير التطبيقات (برامج تكنولوجيا المعلومات)
المهارات المطلوبة
الإبلاغ عن هذه الوظيفة
إخلاء المسؤولية: د.جوب هو مجرد منصة تربط بين الباحثين عن عمل وأصحاب العمل. ننصح المتقدمين بإجراء بحث مستقل خاص بهم في أوراق اعتماد صاحب العمل المحتمل.
نحن نحرص على ألا يتم طلب أي مدفوعات مالية من قبل عملائنا، وبالتالي فإننا ننصح بعدم مشاركة أي معلومات شخصية أو متعلقة بالحسابات المصرفية مع أي طرف ثالث. إذا كنت تشك في وقوع أي احتيال أو سوء تصرف، فيرجى التواصل معنا من خلال تعبئة النموذج الموجود على الصفحة اتصل بنا
