Investment Advisor

Overview

Investment Advisor

Job Summary:

We are looking for multiple investment advisor. You need to provide our clients with specialist advice on how to manage their money. The role involves researching the marketplace and recommending the most appropriate products and services available, ensuring that clients are aware of products that best meet their needs, and then securing a sale.

 

Responsibilities:

 

·       Meeting our clients via online to determine their financial objectives, risk tolerance, income, expenses and assets

·       Offering strategic advice on products and services, such as investments, insurance coverage and debt management tools

·       Securing stocks and bonds and establishing progressive savings accounts

·       Moving money from accounts per industry and federal regulations

·       Performing market research to stay current with financial trends

·       Preparing financial documents, such as income projections and investment reports

·       Maintaining compliance with all rules and regulations in the financial industry

·       Identifying and pursuing potential clients to maintain a strong client base

 

Qualifications:

·   Knowledge of financial options, including investments, loans, savings accounts and stock options

·   Expertise in financial planning and investment strategies

·   Familiarity with the securities, mutual fund and insurance industries

·   Advanced ability to analyse and explain market data

·   Proficiency with word processing, spreadsheet, database and financial planning software

·   Analytical thinking skills and the ability to assess clients’ needs

·   Excellent communication abilities, including writing, speaking and active listening

·   Effective sales, presentation and customer service skills

·   Good organization and time management skills