Industry: Investments,Investment Securities,Investment Advisory Service

Employment Type: Full Time

Work Hours: 8

Salary: $20 To $30/An Hour

Location:  United States

To apply to this job please click the button

Full Job Description

Join Sheen, Michael’s Investment Advisory Team

Are you looking to take your career in investments to the next level? Sheen, Michael is a leading investment advisory firm that is seeking talented individuals to join our team. With a strong focus on delivering top-notch investment solutions for our clients, we are looking for motivated professionals who are passionate about the financial markets and eager to make a real impact.

Investment Analyst

As an Investment Analyst at Sheen, Michael, you will have the opportunity to work closely with our team of experienced portfolio managers to analyze and interpret financial data, conduct research on various investment opportunities, and assist in the development of investment strategies. This role requires strong analytical skills, attention to detail, and the ability to thrive in a fast-paced environment.

Key Responsibilities:

• Conducting in-depth research on companies, industries, and market trends
• Analyzing financial statements and performance data
• Assessing risk factors and potential returns of investment opportunities
• Preparing investment recommendations and reports for clients
• Monitoring portfolio performance and making recommendations for adjustments

Qualifications:

• Bachelor’s degree in Finance, Economics, or related field
• 1-3 years of experience in investment analysis or related field
• CFA or other relevant certifications are a plus
• Strong quantitative and analytical skills
• Excellent written and verbal communication skills
• Ability to work effectively in a team environment

Investment Advisor

As an Investment Advisor at Sheen, Michael, you will have the opportunity to build and manage relationships with clients, assess their financial goals and risk tolerance, and provide personalized investment advice and solutions. This role requires excellent interpersonal skills, a deep understanding of financial markets, and a commitment to delivering outstanding service to our clients.

Key Responsibilities:

• Conducting thorough financial assessments for clients
• Developing customized investment strategies based on client objectives
• Implementing investment recommendations and monitoring portfolio performance
• Providing ongoing financial advice and guidance to clients
• Building and maintaining strong client relationships

Qualifications:

• Bachelor’s degree in Finance, Economics, or related field
• 3-5 years of experience in investment advisory or financial planning
• Certified Financial Planner (CFP) designation is preferred
• Proven track record of success in client relationship management
• Strong knowledge of investment products and strategies
• Series 7 and 63 licenses are a plus

If you are passionate about investments, have a keen eye for detail, and thrive in a dynamic and challenging environment, we want to hear from you. Join us at Sheen, Michael and take your career to new heights. Apply now on this page and be part of a team that is dedicated to helping our clients achieve their financial goals.