Senior Financial Associate

Join us as a Senior Financial Associate, where you will play a pivotal role in managing client accounts and delivering tailored investment recommendations. Take responsibility for analyzing portfolios and executing transactions. Ideal for experienced professionals with strong financial expertise and a commitment to client service.

Skills

• series 7 license
• series 66 license
• state investment license
• investment analysis
• portfolio management
• client acquisition
• financial analysis
• regulatory compliance
• mutual funds
• equities
• fixed income
• insurance products
• annuities
• market research
• client relationship management
• sales effectiveness improvement
• microsoft office
• cfp designation
• marketing planning
• customer service management
• decision making
• interpersonal relationship management
• analytical skills
• organizational skills