Financial Advisor Wealth Manager
Company: Capital Markets USA, LLC
Location: Saint Petersburg
Posted on: May 13, 2022
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Job Description:
Job Description We are seeking a Financial Advisor Assistant to
join our team Our boutique financial services firm has experienced
tremendous growth and we are looking for an individual that will
help us continue our momentum. This is a full-time position with
room for advancement. Applicants with a Series 65 or equivalent
license are preferred, assistance with obtaining licensing is
available. Prior investment related experience is requested,
preferably with exposure to Alternative Investments, 401k---s and
other Retirement Plan types. Responsibilities: Work with clients
and Advisor---s on investment strategies and other financial
decisions Prepare client paperwork for new investments Reporting on
clients' assets, liabilities and overall financial conditions
Schedule and prepare for client meetings Review and communicate
portfolio information to clients Build relationships with new and
existing client base --- Qualifications: Previous experience in
investments, banking, financing, or other related fields
Familiarity with investment products and services Ability to build
rapport with clients Strong analytical and critical thinking skills
Excellent written and verbal communication skills Company
Description Our firm specializes in working with each client on a
personal level to develop a customized plan that fits their
business and/or personal goals.
Keywords: Capital Markets USA, LLC, St. Petersburg , Financial Advisor Wealth Manager, Executive , Saint Petersburg, Florida
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