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
- 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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Senior Financial Advisor in los angeles at Unknown Company
This position is listed as full time and onsite.