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

Join our team at Owen, Vivien W

Are you looking for a rewarding career in the finance industry? Do you have a passion for investments and helping clients achieve their financial goals? Look no further than Owen, Vivien W! We are a leading investment advisory firm dedicated to providing top-notch service to our clients. We are currently seeking motivated individuals to join our team and grow with us.

About Us

Owen, Vivien W is a well-established investment advisory firm with over 20 years of experience in the industry. We pride ourselves on our personalized approach to financial planning and investment management. Our team of experts is committed to helping our clients build and protect their wealth through customized investment strategies tailored to their specific needs and goals.

Job Title: Investment Advisor

Job Description

As an Investment Advisor at Owen, Vivien W, you will be responsible for providing personalized financial advice and investment recommendations to clients. You will work closely with clients to understand their financial goals and risk tolerance, and develop investment strategies that align with their objectives. Your primary responsibilities will include:

• Conducting in-depth financial analyses to assess client needs and recommend appropriate investment solutions.
• Monitoring client portfolios and making recommendations for adjustments as needed to optimize performance.
• Providing ongoing financial education and guidance to clients to help them make informed decisions about their investments.
• Staying up-to-date on market trends and investment opportunities to ensure that clients receive the best possible investment advice.

Qualifications

We are looking for candidates who possess the following qualifications:

• A bachelor’s degree in finance, economics, or a related field.
• At least 2 years of experience in investment advisory services.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills.
• Certifications such as CFA, CFP, or Series 7 are a plus.

Why Join Us?

At Owen, Vivien W, we offer a competitive salary and benefits package, including health insurance, retirement plans, and paid time off. In addition, we provide ongoing training and professional development opportunities to help you grow in your career. You will have the opportunity to work with a team of experienced professionals who are dedicated to providing exceptional service to our clients.

Apply Now

If you are ready to take your career to the next level and make a difference in the lives of our clients, we encourage you to apply for the Investment Advisor position at Owen, Vivien W. Please submit your resume and cover letter on this page. We look forward to reviewing your application and welcoming you to our team!