Company

Cap NowSee more

addressAddressFresh Meadows, NY
type Form of workFull-time
salary Salary$200,000 - $1,000,000 a year
CategoryRetail

Job description

Responsibilities:
- Develop and maintain relationships with clients to understand their financial goals and objectives
- Provide personalized investment advice and recommendations based on clients' risk tolerance, investment preferences, and financial situation
- Execute trades on behalf of clients and monitor investment portfolios
- Stay up-to-date with market trends, economic indicators, and investment products
- Conduct research and analysis to identify potential investment opportunities
- Prepare reports and presentations to communicate investment strategies and performance to clients
- Collaborate with other professionals, such as financial planners and tax advisors, to provide comprehensive financial solutions

Requirements:
- Bachelor's degree in finance, economics, or a related field
- Proven experience as a broker or in a similar role
- Strong knowledge of financial markets, investment products, and industry regulations
- Excellent communication and interpersonal skills to build rapport with clients
- Ability to analyze complex financial information and make informed investment decisions
- Detail-oriented with strong organizational skills to manage multiple client portfolios
- Proficient in using financial software and tools for research and analysis

Note: This job description is intended to provide a general overview of the position. It is not an exhaustive list of all responsibilities, skills, or qualifications required for the role.

Job Type: Full-time

Pay: $200,000.00 - $1,000,000.00 per year

Compensation package:

  • Commission pay

Schedule:

  • 10 hour shift
  • 8 hour shift
  • No weekends

Ability to Commute:

  • Fresh Meadows, NY 11366 (Preferred)

Ability to Relocate:

  • Fresh Meadows, NY 11366: Relocate before starting work (Required)

Work Location: In person

Refer code: 8797697. Cap Now - The previous day - 2024-03-30 07:57

Cap Now

Fresh Meadows, NY
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