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 clients 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 advisors 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 service@financialoscopy.com 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.

 

 

 

 

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Bertrang Financial Corp. | 1401 Main Street, Suite #101, Onalaska, WI 54650-2837 | Phone: 608 782-5433 | Fax: 608 782-1329 | Sitemap
Securities offered through Brooklight Place Securities, Inc., 1901 Butterfield Road, Suite 220, Downers Grove, IL 60515. 888-976-0659 Member FINRA & SIPC. Investment Advisory Services offered through Interactive Financial Advisors, Inc. Bertrang Financial Corp. offers non-securities based insurance as an independent business. Bertrang Financial Corp., Brooklight Place Securities, Inc. and Interactive Financial Advisors, Inc. are not affiliated. © Bertrang Financial Corp. 2019
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