Junior Investment Advisor: Build Client Portfolios

M. Kraus & Co; Shelburne (VT); Sur place; USD 50 000 - 70 000; Plein temps

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

Analytical skills

Problem-solving skills

Communication skills

Interpersonal skills

Formation

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

Description du poste

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.