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Investment Advisory Specialist

2 weeks ago


Los Angeles, California, United States Ultimate Staffing Full time

About the Job

We are seeking an experienced Investment Counselor Portfolio Manager to join our team at Ultimate Staffing. In this role, you will provide financial guidance to clients, helping them achieve their investment goals and grow their wealth.

Key Responsibilities

Your key responsibilities will include:

  1. Developing Investment Portfolios: Creating and managing investment portfolios tailored to each client's objectives.
  2. Providing Market Insights: Conducting research on markets, economic trends, and investment products to offer informed advice.
  3. Evaluating Risks: Assessing and advising clients on the potential risks and returns of various investment options.
  4. Preparing Financial Reports: Generating detailed reports on portfolio performance and financial projections for clients.
  5. Maintaining Client Relationships: Building and maintaining long-term client relationships through ongoing communication and trust-building.

Requirements and Qualifications

To be successful in this role, you will need:

  • A minimum of 7-10 years of experience in investment management or financial advisory services.
  • Certified Financial Analyst (CFA) or Certified Financial Planner (CFP) certification preferred.
  • Proficiency in Microsoft Office, Salesforce, Orion Advisor Services, and document management software.

Why Join Our Team?

At Ultimate Staffing, we offer a dynamic work environment, opportunities for professional growth and development, and a competitive compensation package.