We are seeking a knowledgeable and client-focused Investment Consultant to join our financial services team. The ideal candidate will possess a strong understanding of financial concepts, investment management, and estate planning, providing expert guidance to clients on wealth management strategies. This role offers an opportunity to work in a dynamic environment where your expertise in securities law, tax experience, and financial analysis will directly impact clients' financial success.
Duties
Develop personalized investment strategies aligned with clients' financial goals and risk tolerance.
Provide comprehensive advice on estate planning, wills, trusts, and estate law to optimize wealth transfer.
Conduct detailed financial analysis using advanced financial software to evaluate investment opportunities.
Manage client portfolios by monitoring performance and making informed adjustments.
Educate clients on securities law, tax implications, and various financial products including cash management and asset management.
Maintain strong client relationships through regular communication, understanding their evolving needs, and delivering tailored solutions.
Stay current with industry regulations, including securities law and public accounting standards, ensuring compliance.
Assist clients with banking services, corporate accounting, research, and technical accounting as needed.
Support new business development through sales activities and customer relationship management.
Requirements
Proven experience in financial sales, wealth management, or investment advisory roles.
Strong knowledge of financial concepts such as portfolio management, asset management, and risk assessment.
Expertise in estate planning, wills, trusts & estate law, securities law, and tax experience preferred.
Proficiency with financial analysis tools and software used for research and portfolio management.
Excellent math skills coupled with a solid understanding of financial services including banking and cash management.
Ability to communicate complex financial information clearly to clients with varying levels of understanding.
Relevant certifications or licenses related to investment advising or securities are highly desirable.
Strong customer relationship management skills with a focus on delivering exceptional service. This position is ideal for professionals passionate about helping clients achieve their financial goals through strategic investment planning and wealth management expertise.
Pay: $55,669.39 - $167,042.71 per year
Work Location: In person
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