Job Description
Job Summary: With hard work, over time, your income can be multiplied. Within this role, the sky is the limit. We are seeking an ambitious, hardworking, goal-oriented individual to join our team. The ideal candidate will assist in various activities to help progress the growth of our business. Responsibilities: Assist in analyzing investments (you will learn how to do this, and will personally benefit a lot from it). Assist in building financial plans (you will learn how to do this, and will personally benefit a lot from it). Assist in documenting data on excel. Outreach to clients/prospects to schedule meetings (two hundred outgoing calls, average per day). Assist with client paperwork. Assist with internal system management (various systems). Assist in investment portfolio construction (you will learn how to do this, and will personally benefit a lot from it). Assist with managing business relationships. Skills: Proficiency in Excel and Microsoft Outlook. -Understanding of finance and the stock market. -Great communication skills (inbound and outbound calls). -Multitasking. -Time Management. -Detail oriented. Job Type: Full-time Pay: $35,000.00 - $55,000.00 per year Education Bachelor's (Preferred) Work Location: In person