What are the responsibilities and job description for the Investment Advisor position at WCA Advisors LLC?
Company
WCA Advisors, LLC, a Florida-based investment advisory firm, offers research-driven portfolio management and personalized investment guidance to individuals and institutions. The firm prioritizes transparency, fiduciary responsibility, and disciplined risk management. WCA Advisors provides customized strategies across various asset classes to help clients navigate markets, safeguard their capital, and attain long-term financial objectives.
Role Description
This is a full-time hybrid role for an Investment Advisor. The position is based in Miami, FL, with flexibility for some work-from-home arrangements. The Investment Advisor will be responsible for providing financial planning and investment advice, developing customized investment strategies, and managing client portfolios. Day-to-day tasks include client consultations to assess financial goals, creating and presenting investment plans, monitoring market trends, and ensuring exceptional customer service.
Qualifications
- Strong knowledge of Financial Planning and Finance principles
- Expertise in Investments and Investment Strategies
- Demonstrated abilities in providing excellent Customer Service and building client relationships
- Proficient analytical and problem-solving skills
- Strong written and verbal communication skills
- Relevant certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) are advantageous
- Bachelor's degree in Finance, Economics, Business, or a related field
- Experience in wealth management or financial services is a plus