Position Available - Portfolio Analyst
Established Financial Advisor in Onalaska, WI seeks a self-starter with industry experience (Investment, Insurance, Banking and/or Customer Service).
Working closely in a small office environment, this role revolves around the management of time and tasks in portfolio construction, implementation and service; along with providing exceptional client care and communication to build upon our strong client retention.
This position is perfect for someone who is personable, energetic, loves a challenge and enjoys interacting with a company that values making a difference in its client’s lives. On a daily basis, this candidate will research investment portfolios, life insurance options and communicate with clients with updates and recommendations through one-on-one interaction via e-mails, telephone, typed correspondence, handwritten notes and videos.
This candidate must be Microsoft Office proficient and technology resourceful with strong oral and written communication skills. Multi-tasking and a positive attitude to support, protect, and manage the advisor’s time are crucial in this position. The ideal candidate will be detailed oriented and expected to thoroughly document all interactions with clients. Customer service is top priority.
As a smaller company you will need to learn various tasks to support the advisor and the respected company brand which has been created over thirty years. This will also involve cross-training within the firm.
Prior to employment (if not currently securities’ licensed), the candidate must pass the Securities Industry Essentials (SIE) Exam.
During the first six months of employment, the candidate will be expected to pass the following securities exams:
· Series 6, Series 63
During the second six months of employment, the candidate will be expected to pass the following securities/insurance exams:
· Series 65 and State Life/Health/Accident Insurance Licenses
Email your resume to firstname.lastname@example.org along with one paragraph explaining the virtues and values that play an important role in your life and one paragraph as to why you qualify for this position along with your salary requirements.