Industry: Investments,Investment Securities,Investment Advisory Service
Employment Type: Full Time
Work Hours: 8
Salary: $20 To $30/An Hour
Location: United States
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Full Job Description
Savard, Matthew – Investment Advisory Service Job Advertisement
About Us
Savard, Matthew is a leading investment advisory firm, specializing in providing personalized investment solutions to our clients. With a strong focus on client relationships and financial planning, we have a track record of success in helping our clients achieve their financial goals.
We are hiring for the following position:
Investment Advisor
Job Responsibilities:
- Provide investment advice and financial planning services to clients
- Develop custom investment strategies based on clients’ needs and risk tolerance
- Monitor and analyze market trends and investment opportunities
- Build and maintain strong client relationships through regular communication and reviews
- Stay informed of regulatory changes and industry developments
- Conduct portfolio reviews and make recommendations for adjustments as needed
Qualifications:
- Minimum of 3 years experience in investment advisory or related field
- Series 7 and Series 66 licenses required
- Strong analytical and communication skills
- Ability to work independently and as part of a team
- Familiarity with financial planning software and tools
- Bachelor’s degree in finance, economics, or related field
Benefits:
- Competitive salary and bonus structure
- Health, dental, and vision insurance
- 401(k) retirement plan with company match
- Paid time off and holidays
- Professional development opportunities
Application Process:
If you are interested in joining our team as an Investment Advisor, please apply on this page. We look forward to reviewing your application and potentially welcoming you to the Savard, Matthew family.
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