Job Description

Job Summary:

With hard work, over time, your income can be multiplied. Within this role, the sky is the limit.

We are seeking an ambitious, hardworking, goal-oriented individual to join our team. The ideal candidate will assist in various activities to help progress the growth of our business.

Responsibilities:

- Assist in analyzing investments (you will learn how to do this, and will personally benefit a lot from it).

- Assist in building financial plans (you will learn how to do this, and will personally benefit a lot from it).

- Assist in documenting data on excel.

- Outreach to clients/prospects to schedule meetings (two hundred outgoing calls, average per day).

- Assist with client paperwork.

- Assist with internal system management (various systems).

- Assist in investment portfolio construction (you will learn how to do this, and will personally benefit a lot from it).

- Assist with managing business relationships.

Skills:

- Proficiency in Excel and Microsoft Outlook.

-Understanding of finance and the stock market.

-Great communication skills (inbound and outbound calls).

-Multitasking.

-Time Management.

-Detail oriented.

Job Type: Full-time

Pay: $35,000.00 - $55,000.00 per year

Education:

Bachelor's (Preferred)
Work Location: In person