Industry: Financial Planning Consultants,Investment Advisory Service,Investments

Employment Type: Full Time

Work Hours: 8

Salary: $20 To $30/An Hour

Location:  United States

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Full Job Description

Join Our Team at First Investors Financial Services!

Company Overview

First Investors Financial Services is a leading financial advisory firm dedicated to helping individuals and families achieve their financial goals through personalized investment strategies. With over 50 years of experience in the industry, we pride ourselves on providing top-notch financial planning services and investment advice to our clients.

We are Hiring Financial Planning Consultants

Are you passionate about helping others make informed financial decisions? Do you have a background in finance and a strong desire to excel in a fast-paced, client-focused environment? If so, we want to hear from you! We are currently looking for motivated individuals to join our team as Financial Planning Consultants.

Job Responsibilities:

• Assessing clients’ financial situations and goals
• Developing personalized financial plans based on clients’ needs
• Providing investment recommendations and advice
• Monitoring and adjusting investment portfolios as needed
• Building and maintaining relationships with clients
• Staying up-to-date on market trends and investment products

Qualifications:

• Bachelor’s degree in Finance or related field
• Certified Financial Planner (CFP) designation preferred
• Excellent communication and interpersonal skills
• Strong analytical and problem-solving abilities
• Series 7 and 63 licenses a plus
• Minimum of 2 years of experience in financial planning or investment advisory

Join Our Investment Advisory Service Team

First Investors Financial Services is looking for dedicated professionals to join our Investment Advisory Service team. As an Investment Advisor, you will have the opportunity to work closely with clients to develop customized investment strategies that align with their financial goals.

Job Responsibilities:

• Conducting in-depth financial analyses
• Creating and implementing investment plans for clients
• Monitoring and evaluating investment performance
• Providing ongoing financial guidance and support
• Collaborating with other team members to deliver comprehensive financial solutions
• Adhering to regulatory guidelines and compliance standards

Qualifications:

• Master’s degree in Finance, Economics, or related field
• Chartered Financial Analyst (CFA) designation preferred
• Experience with financial modeling and analysis
• Knowledge of investment strategies and products
• Ability to work well under pressure and meet deadlines
• Series 65 license required

Explore Exciting Career Opportunities in Investments

Are you a seasoned professional with a proven track record in the investments industry? Do you thrive in a challenging environment where no two days are the same? First Investors Financial Services is seeking experienced individuals to join our Investments team.

Job Responsibilities:

• Managing investment portfolios for high-net-worth clients
• Conducting market research and analysis
• Developing investment strategies to optimize returns
• Collaborating with clients to understand their risk tolerance and financial objectives
• Providing expert advice on a wide range of investment products
• Monitoring and adjusting portfolios to ensure alignment with clients’ goals

Qualifications:

• Bachelor’s degree in Finance, Economics, or related field
• Chartered Investment Counselor (CIC) designation preferred
• Minimum of 5 years of experience in investment management
• Proven track record of success in the investments industry
• Strong communication and presentation skills
• Series 6 and 63 licenses required

Apply Today!

If you are a dedicated professional with a passion for finance and a commitment to helping clients achieve their financial goals, we want to hear from you! Join the First Investors Financial Services team and take your career to the next level. Apply on this page for exciting opportunities in Financial Planning, Investment Advisory, and Investments.