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Financial Advisor/Investment Manager - $50k-$70k+ DOE

Gould Staffing Phoenix, AZ
  • Expired: over a month ago. Applications are no longer accepted.

Busy boutique wealth management firm in Scottsdale near Shea and the 101 seeks a dependable Financial Advisor/Investment Manager. Ideal candidate will be organized, detailed, dependable with strong analytical and communication skills, and have a passion for the financial industry. Must have 3-5 years of investment experience and a clean U4 record. Series 7 & 63 licenses required. CFA or MBA preferred. MS Office experience and knowledge of financial software. Full time, Monday-Friday, 8am-5pm. Starting pay rate is $50k-$70k+ DOE with matching 401k.

Duties to include:

  • Support wealth advisors with service, asset management, and operational duties
  • Research and analyze stocks, bonds, mutual funds, & ETF's
  • Provide investment recommendations
  • Sit it on client meetings
  • Complete prep & post work for meetings
  • Manage & complete applications
  • Maintain strong relationships with clients
  • Will be cross trained on additional administrative duties

Gould Staffing

Why Work Here?

Great environment! Room for growth!

Address

Scottsdale, AZ
Phoenix, AZ
USA