Investment Adviser

M. Kraus & Co; Shelburne (VT); On-site; USD 50,000 - 70,000; Full time

Job summary

A financial services company in Shelburne, Vermont is seeking an Investment Advisor to manage client investment portfolios and provide high-quality customer service. The ideal candidate will have experience in the financial service industry, excellent analytical and interpersonal skills, and a bachelor’s degree in a related field. Professional certifications like CFA or CFP are a plus for this full-time, on-site role.

Qualifications

• Experience in the financial service industry.
• Excellent analytical and problem-solving skills.
• Strong communication and interpersonal abilities.
• Professional certifications such as CFA, CFP, or similar are a plus.

Responsibilities

• Manage client investment portfolios and implement investment strategies.
• Monitor market trends and conduct research for informed decision-making.
• Provide high-quality customer service and address client inquiries.

Skills

Analytical skills

Problem-solving skills

Communication skills

Interpersonal skills

Education

Bachelor’s degree in Finance, Economics, Business, or related field

Job description

Role Description

This is a full-time, on-site role for an Investment Advisor to join our established team of investment professionals. The Investment Advisor will be responsible for managing client investment portfolios, implementing investment strategies, monitoring market trends, conducting research, and making investment decisions. The Investment Advisor will also be responsible for providing high-quality customer service and addressing client inquiries and concerns related to their financial goals and investment portfolios.

Qualifications

• Financial Service Industry experience
• Excellent analytical and problem-solving skills
• Strong communication and interpersonal skills
• Bachelor’s degree in Finance, Economics, Business, or related field
• Professional certifications such as CFA, CFP, or similar are a plus

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Finance and Sales