Airswift | Financial Advisor | harrisburg, pa

1 week ago


harrisburg, United States Airswift Full time

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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