Investment Planner

Sales Match; Virginia Beach (VA); Remote; Full time

Job summary

A leading company in financial advisory is seeking a skilled Investment Planner to join their remote team. This role involves advising clients on various investment strategies, developing customized portfolios, and ensuring compliance with regulations. The position offers 100% remote work flexibility, competitive hourly pay, and opportunities for career growth in investment planning.

Benefits

Performance-based bonuses

Flexible working hours

Career development opportunities

Supportive company culture

Qualifications

• Proven experience as an Investment Planner or in a similar role.
• Strong understanding of investment markets and portfolio management.

Responsibilities

• Advise clients on investment strategies and portfolio management.
• Monitor and assess the performance of client portfolios.
• Provide market insights and recommendations.

Skills

Communication

Analytical

Interpersonal

Tools

Investment Analysis Tools

Financial Software

Job description

We are looking for a skilled Investment Planner to join our remote team. In this role, you will provide expert advice on investment strategies, portfolio management, and wealth-building strategies to help clients achieve their financial objectives. If you have a strong background in investments and enjoy working remotely with clients, this is an excellent opportunity for growth and flexibility.

Key Responsibilities :

• Advise clients on investment strategies, including stocks, bonds, mutual funds, and other financial instruments
• Develop and manage customized investment portfolios based on clients' financial goals and risk profiles
• Monitor and assess the performance of client portfolios, making adjustments as needed
• Provide market insights and recommendations to help clients make informed investment decisions
• Educate clients on the risks and opportunities of various investment options
• Stay up-to-date with market trends, economic conditions, and new investment products
• Ensure compliance with investment regulations and company policies

Qualifications :

• Proven experience as an Investment Planner or in a similar role within financial advisory
• Strong understanding of investment markets, asset classes, and portfolio management

Excellent communication, analytical, and interpersonal skills

Ability to build and maintain client relationships remotely

Proficiency in investment analysis tools and financial software

• Must have reliable internet access and a quiet, dedicated workspace

100% remote work flexibility

Competitive hourly pay : $43 - $49

Opportunities for performance-based bonuses

Flexible working hours, including evenings and weekends

Career development and growth opportunities in investment planning

A supportive and people-first company culture

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