Industry: Financial Planning Consultants,Investment Advisory Service,Investment Securities

Employment Type: Full Time

Work Hours: 8

Salary: $20 To $30/An Hour

Location:  United States

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Full Job Description

Join Boyd, Larry, MBA – A Leading Financial Services Firm

About Us

Boyd, Larry, MBA is a prestigious financial services firm known for providing top-notch financial planning consultation, investment advisory services, and investment securities solutions to a diverse array of clients. With a track record of excellence and a commitment to helping clients achieve their financial goals, we are seeking passionate, dedicated professionals to join our team.

Position: Financial Planning Consultant

Are you a skilled financial planner with a passion for helping individuals and businesses achieve financial success? Boyd, Larry, MBA is seeking an experienced Financial Planning Consultant to join our team. As a Financial Planning Consultant, you will work closely with clients to assess their financial goals, develop comprehensive financial plans, and provide strategic advice to help them reach their objectives.

Responsibilities:

• Conduct in-depth financial analysis for clients
• Create customized financial plans tailored to individual client needs
• Provide ongoing financial advice and guidance to clients
• Monitor and review client portfolios regularly
• Stay up-to-date on market trends and financial regulations

Requirements:

• Minimum of 5 years of experience in financial planning
• Certified Financial Planner (CFP) designation preferred
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal abilities
• Knowledge of investment products and financial markets

Position: Investment Advisory Service

Do you have a knack for analyzing investment opportunities and developing strategic investment plans? Boyd, Larry, MBA is looking for an Investment Advisory Service professional to join our team. As an Investment Advisory Service professional, you will work with clients to identify investment opportunities, assess risk tolerance, and develop investment strategies to help clients achieve their financial goals.

Responsibilities:

• Evaluate investment opportunities and make recommendations to clients
• Monitor and manage client portfolios
• Provide ongoing investment advice and guidance
• Conduct market research and analysis
• Stay current on investment trends and products

Requirements:

• Bachelor’s degree in finance, economics, or a related field
• Series 7 and Series 66 licenses required
• Proven track record of successful investment advisory services
• Strong understanding of financial markets and investment products
• Excellent client relationship management skills

Position: Investment Securities

Do you have a keen eye for investment opportunities and a strategic approach to managing investment securities? Boyd, Larry, MBA is seeking an Investment Securities professional to join our team. As an Investment Securities professional, you will be responsible for analyzing securities, managing portfolios, and providing tailored investment solutions to clients.

Responsibilities:

• Analyze investment securities and make informed investment decisions
• Manage client portfolios to maximize returns and minimize risk
• Develop investment strategies based on client goals and risk tolerance
• Stay informed on market trends and regulatory changes
• Provide regular updates and reports to clients on investment performance

Requirements:

• Master’s degree in finance, economics, or a related field
• CFA (Chartered Financial Analyst) designation preferred
• Demonstrated expertise in analyzing investment securities
• Strong quantitative and analytical skills
• Ability to communicate complex investment concepts to clients

If you are a talented professional with a passion for finance and a drive to help clients achieve their financial goals, we invite you to apply for a position at Boyd, Larry, MBA. Join us in providing top-tier financial planning consultation, investment advisory services, and investment securities solutions to our valued clients. Apply now on this page.