Airswift | Financial Advisor | harrisburg, pa
1 week ago
About the Company - We are looking for a Financial Advisor to work for one of our clients, an Investment Advisory Firm.
About the Role - The Financial Advisor will be responsible for managing an already existing portfolio of clients, and will be expected to grow the portfolio.
Responsibilities
- Solid experience in the investment advisory industry.
- In-depth knowledge of public investment markets, including stocks, bonds, etc.
- Strong portfolio construction, asset allocation and risk management experience.
Qualifications - Certified Financial Planner (CFP) and Series 65 Certification is required. Educational background in Finance or related fields.
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Harrisburg, United States Airswift Full timeAbout the Company - We are looking for a Financial Advisor to work for one of our clients, an Investment Advisory Firm.About the Role - The Financial Advisor will be responsible for managing an already existing portfolio of clients, and will be expected to grow the portfolio.ResponsibilitiesSolid experience in the investment advisory industry.In-depth...
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