Financial Broker

Responsibilities:
- Provide financial advice and guidance to clients in the areas of investment management, asset management, and portfolio management.
- Build and maintain strong relationships with clients, ensuring their financial goals and objectives are met.
- Conduct thorough research and analysis to identify investment opportunities and make informed recommendations.
- Stay up-to-date with market trends, economic conditions, and regulatory changes that may impact client portfolios.
- Collaborate with other professionals such as tax advisors and estate planners to develop comprehensive financial plans for clients.
- Monitor client accounts and make adjustments as needed to optimize performance.
- Provide exceptional customer service and address any client concerns or inquiries.

Experience:
- Minimum of [X] years of experience as a Broker or in a similar role.
- Strong knowledge of bank, corporate accounting, tax, wills trusts estate law, public accounting, technical accounting, and investment management principles.
- Proven track record of successfully managing client portfolios and achieving financial targets.
- Proficient in using customer relationship management (CRM) software to track client interactions and manage leads.
- Excellent communication skills, both verbal and written, with the ability to explain complex financial concepts in a clear and concise manner.
- Detail-oriented with strong analytical skills to assess market trends and make data-driven investment decisions.
- Ability to work independently as well as collaboratively within a team environment.

We offer competitive compensation packages including base salary plus commission based on performance. Additionally, we provide opportunities for professional development and advancement within the company.

If you have the required experience and skills for this position, we would love to hear from you. Please submit your resume along with a cover letter detailing your relevant experience.

Job Type: Full-time

Pay: $71,836.00 - $92,920.00 per year

Compensation package:

• Bonus opportunities
• Commission pay
• Profit sharing

Weekly schedule:

• Monday to Friday

Work setting:

• In-person
• Office

Work Location: In person