Responsibilities:
-Set-up meetings with clients.
-Participate in meetings with clients to discuss investment strategies and performance.
-Offer financial solutions related to asset protection and investments.
- Conduct qualitative analysis and research to support investment decision-making.
- Gather and analyze financial data, market trends, and economic indicators
- Monitor and evaluate investment portfolios to ensure alignment with investment strategies and goals
- Stay updated on industry trends, regulations, and best practices in investment analysis
Qualifications:
- High School
- Strong analytical skills.
- Self-motivated.
- Coachable.
- High credibility.
- Goal oriented
We offer competitive compensation packages. We are committed to creating a diverse and inclusive work environment where all leaders can thrive.
If you have the required qualifications and are passionate about investments, we encourage you to apply. Please submit your resume along with a cover letter detailing your relevant experience.
Tipo de puesto: Medio tiempo
Sueldo: $2,500.00 - $4,000.00 al mes
Horas previstas: de 10 a 20 por semana
Lugar de trabajo: Empleo remoto