Investment Advisor - Bilingual - - Preference for Mountain/Pacific time
HybridNo visa sponsorship
Core
Service individual clients and brokerage customers within taxable brokerage and IRA accounts, providing best-interest investment advice and executing trades.
Role type
Investment Advisor (Financial Services)
Builds
Client portfolios and retirement plans for retail customers
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Financial planning, brokerage and mutual fund trading, client education, compliance adherence, lead identification
Preferred skills
Retail/IRA/401(k) customer service experience
Technologies
FINRA Series 7, 63, 65, or 66 registrations
Responsibilities
Enroll new clients, conduct annual and mid-year reviews, provide direct investment advice, execute brokerage trades, perform financial planning aspects, drive new business opportunities
Seniority
Mid-level, hands-on IC