Investment Advisor

Job Description

Job Title: Investment Advisor

Location: El Paso, TX

Job Description:

We are seeking a knowledgeable and experienced Investment Advisor to join our team in El Paso, TX. The ideal candidate will provide expert financial advice and investment strategies to our clients, helping them achieve their financial goals. This role requires a deep understanding of financial markets, investment products, and the ability to build strong client relationships.

Key Responsibilities:

Client Consultation: Meet with clients to understand their financial goals, risk tolerance, and investment preferences.

Financial Planning: Develop personalized investment plans and strategies tailored to each client's needs.

Portfolio Management: Monitor and manage client investment portfolios, making adjustments as necessary to optimize performance.

Market Analysis: Stay informed about market trends, economic conditions, and new investment opportunities.

Compliance: Ensure all investment activities comply with regulatory requirements and company policies.

Client Education: Educate clients on investment options, risks, and market conditions to help them make informed decisions.

Relationship Building: Build and maintain strong, long-term relationships with clients, providing ongoing support and advice.

Qualifications:

Certifications: Relevant certifications such as CFA, CFP, or similar are highly desirable.

Licenses: Must hold relevant licenses including Series 7, Series 63, Series 65, and/or Series 66 as required by regulatory bodies.

Experience: Minimum of 3+ years of experience in investment advising or a related field.

Skills: Strong analytical skills, excellent communication and interpersonal skills, and proficiency in financial software and tools.

Benefits:

Competitive salary and performance-based bonuses and commission

Comprehensive health, dental, and vision insurance

Retirement savings plan with company match

Professional development opportunities

Supportive and collaborative work environment

Pay Details: $48,000.00 to $65,000.00 per year

Search managed by: Megan McQuay

Equal Opportunity Employer/Veterans/Disabled

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The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:

The California Fair Chance Act

Los Angeles City Fair Chance Ordinance

Los Angeles County Fair Chance Ordinance for Employers

San Francisco Fair Chance Ordinance

Full-time