Investment Advisor Trainee
- Job Category: Banking/Financial
- Salary: $3,000 to $4,200 a month
- Education: Bachelors Degree
- FT/PT: Full-Time
- Company: Intelligent Investment Management
Job Description:
We are an Independent Registered Investment Advisory Firm providing investment advice for over twenty-seven years locally in the four corners area. We are seeking a full-time investment advisor trainee. This position has an advanced opportunity to become a fulltime Investment Advisor in our growing organization.
We are seeking a self-motivated, energetic, organized professional. Must be a dedicated team player with skills in math, data management, professional correspondence and client relationship development.
Responsibilities:
Ability to evaluate and act on decisions in a fast-paced environment
Process trade transactions in accounts in an active management environment
Reviewing and implementing financial planning needs of clients
Actively contribute to the overall growth of the firm through marketing activity
Contribute to portfolio management decisions customized for the client
Contribute to financial planning and tasks related to development of client relationships
Education: College level classes required with a bachelor’s degree preferred. Advancement to full time investment advisor professional level will require completion of a bachelor’s degree and achieve a Certified Financial Planner Certificate. Ability to pass Series 65/66 examine within 60 days of employment if not already held.
Duties include but is not limited to:
Follow direction from more experienced financial advisors and provide ongoing support
Participate in portfolio management development meetings and execute transactions where directed
Participate in client meetings and develop notes for action items
Keep informed on and continuously improve on knowledge in all areas impacting portfolio management and the financial planning needs of our clients
Process client inquiries, handling telephone calls and complete assigned CRM tasks
Monitor incoming email, responding where appropriate
Miscellaneous projects and tasks
Skills and Qualifications needed:
Experience with Microsoft Office including Word and Excel. Proficiency in Outlook and CRM systems
such as Redtail
High level of IT knowledge and use of various software programs
Excellent business communication skills; both verbal and written
Strong focus and organizational skills with the ability to prioritize and multi-task in a high energy
office setting
The diversity of this role means you will be involved in many aspects of the company and will be a key part of working with a small professional team. The ideal candidate is someone who is seeking an opportunity in a small Colorado town environment, with room for substantial advancement in the business. If you are the right person, who has a love of learning with the determination to succeed, please send current resume with a one-page cover letter telling us about yourself.
Salary commensurate with experience based on monthly salary pay ranging from $3,000 to $4,200. Some benefits included. Please be prepared to provide strong references as well as a college transcript. Background check will be required. We are a drug and smoke free organization.
Submit resume with Investment Advisor Trainee in the subject line to: jbrost@IntelligentIM.com
Website: www.intellignetim.com
Job Type: Full-time
Pay: From $3,200.00 per month
Benefits:
Health insurance
Paid time off
Professional development assistance
Retirement plan
Physical setting:
Office
Schedule:
8 hour shift
Day shift
Monday to Friday
Ability to commute/relocate:
Durango, CO 81301: Reliably commute or planning to relocate before starting work (Required)
Education:
Bachelor's (Required)
Experience:
Financial concepts (Required)
Work Location: In person
Health insurance
Hiring Insights
Hiring 1 candidate for this role
Contact Information:
Job Link: Click HERE To Apply!
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