Financial Advisor Wealth Manager

Company: Capital Markets USA, LLC
Location: Saint Petersburg
Posted on: May 13, 2022

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