• Assist clients with investment decisions and manage their portfolios.
• Provide excellent customer service and support to ensure client satisfaction.
• Stay updated on financial markets, investment products, and regulations.
• Develop and maintain client relationships through effective communication.
• Conduct necessary research and analysis to support investment strategies.

Requirements

• Educational Qualifications: Bachelor’s degree in Finance, Business Administration, or a related field
• Experience Level: Entry-level (0-2 years)
• Skills and Competencies: FINRA Licensed Series 6 and/or Series 7
• Qualities and Traits: Strong analytical skills and attention to detail
• Working Conditions: Office environment with some client-facing responsibilities