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Associate Financial Advisor:
Firm Description: Successful financial advisor associated with a Fortune 500 company providing financial security for over 150 years. My practice offers flexibility, a team philosophy and opportunities for growth.
http://randy.lowenberg@nm.com
Open to work on-site, remote, or hybrid. Offices in Manchester, Portsmouth, and Keene, NH
Qualifications: Understanding of and experience in investment markets and trades, with the ability to process personal securities transactions. Customer service experience, including excellent oral and written communication skills and demonstrated ability to maintain effective working relationships with clients. Familiarity with Microsoft applications, data entry and information retrieval software. Strong attention to detail with the ability to work with a high degree of accuracy. Able to work in a fast-paced environment. Willing to obtain FINRA Series 6, 63 and life, accident, and health insurance licensing. Preferred, one year in securities industry with experience required. Background check is required.
Job Description: Act on behalf of the employing financial advisor to develop and prepare needs-based analysis or financial plans, recommend fund portfolio options, monitor funding of advisory accounts and communicate with clients on advisory-related services and products. Monitor industry trends.
Job Type: Full-time
Pay: $40,000.00 - $70,000.00 per year
Benefits:
Schedule:
Work Location: Hybrid remote in Manchester, NH 03101
Full Time
$77k-110k (estimate)
02/14/2024
05/22/2024
The job skills required for Investment Assistant include Analysis, Written Communication, Customer Service, Attention to Detail, etc. Having related job skills and expertise will give you an advantage when applying to be an Investment Assistant. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Investment Assistant. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Investment Assistant positions, which can be used as a reference in future career path planning. As an Investment Assistant, it can be promoted into senior positions as an Investment Specialist that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Investment Assistant. You can explore the career advancement for an Investment Assistant below and select your interested title to get hiring information.