Junior Investment Portfolio Specialist - On-Site Training

Simplicity Group; Summit (NJ); On-site; USD 55,000 - 75,000; Full time

Job summary

Simplicity Group in Summit, NJ is seeking a Junior Investment Portfolio Specialist. This full-time, on-site role supports Wealth Advisors by preparing and presenting Investment Proposals, assessing client goals, and staying current on financial products and regulations.

Extensive training is provided, with opportunities to develop expertise in client relationship management, compliance, and collaborative team projects while advancing your career in financial services.

Qualifications

• Desire for a career in the financial services industry.
• Clear written and verbal communication skills, including the ability to explain complex concepts in accessible language.
• Proven client relationship management skills, with a focus on ethical conduct, confidentiality, and long-term trust-building.

Responsibilities

• Provide Investment Portfolio recommendations to Wealth Advisors and assess client goals.
• Prepare and present Investment Proposals and participate in team projects.
• Maintain up-to-date knowledge of financial products and regulations.
• Collaborate with internal teams to deliver holistic solutions and document interactions in compliance standards.

Skills

Communication skills

Client relationship management

Analytical skills

Team collaboration

Job description

Simplicity Group in Summit, NJ is seeking a Junior Investment Portfolio Specialist. This full-time, on-site role supports Wealth Advisors by preparing and presenting Investment Proposals, assessing client goals, and staying current on financial products and regulations.

Extensive training is provided, with opportunities to develop expertise in client relationship management, compliance, and collaborative team projects while advancing your career in financial services.