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Investment Specialist Apprentice

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Ascendo Resources 50000.00 US Dollar . USD Per annum

2021-12-04 03:00:03

Job location Saint Louis, Missouri, United States

Job type: fulltime

Job industry: Banking & Financial Services

Job description

Grow Your Career With a Top-Tier Bank!

Are you looking for an opportunity that will provide you with a chance to grow in the finance industry? This role will provide an opportunity to grow as a Financial Advisor as well as the chance to provide guidance and advice to high-net-worth individuals.

DUTIES / RESPONSIBILITIES / ESSENTIAL FUNCTIONS:

  • Helping clients to develop plans to meet their financial goals
  • Creating client relationships through providing advice and expertise
  • Helping clients preserve and build their financial resources and wealth

Required Qualifications:

  • 6+ months of customer service or sales experience
  • Bachelors Degree

Job Expectation:

  • Obtaining the FINRA series 7 and 66

Base Salary Range

$50,000

If interested, contact Lane Guedry at

Work Location:

  • Multiple locations

Work Remotely

  • No


Job Requirements:
  • Provide daily investment performance to investment team
  • Analyze investment portfolio holding exposures
  • Review potential new investment managers
  • Perform due diligence on prospective investment opportunities
  • Construct investment plans and financial strategies
  • Provide investment solutions tailored to the investment needs of institutional clients
  • Recommend investment idea across sectors
  • Support cash and investment decisions
  • Expected cash flow available for investment, cash flow from investments, investment income, future values of the investment portfolio
  • Resolve investment data related issues
  • Reconcile investment portfolio positions and market values
  • Evaluate and monitor investment managers
  • Prepare quarterly reports on investment performance
  • Assist with the quarterly socially responsible investment review process with investment managers
  • Analyzing investment and risk scenarios
  • Facilitate implementation of investment plans
  • Coordinate investment research and analysis projects with investment consultants;. Meet with investment managers and write meeting notes for the investment team;. Attend local investment conferences
  • Facilitate implementation of investment plan
  • Create various ad-hoc investment analyzes
  • Preparing investment proposals and reviews

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