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Job description
Asset management company is seeking a Junior Financial Advisor to join their team in the Los Angeles of Chicago office.
Responsibilities:
Assist in asset gathering efforts by identifying and prospecting potential clients
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 : Bachelor's degree
Minimum 2+ years of experience in financial services, asset gathering, research, and relationship management required
Series 65 licensing preferred
MS Office Suite required
Hire Options Inc. and its clients are equal opportunity employers. Pursuant to local ordinances, we will consider qualified applicants with criminal histories in a manner consistent with the requirements of the Fair Chance Initiative for Hiring Ordinance.
Salary Range: $60-70K
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Worksite address
los angeles, CA, 90079, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.