Investment and Risk Management Specialist
3 weeks ago
We are seeking a highly skilled Investment and Risk Management Specialist to join our team at Manifest. As a key member of our private wealth management group, you will be responsible for helping our clients manage their investments and mitigate risks.
Responsibilities:
- Conduct thorough financial assessments of clients to determine their financial status, goals, and risk tolerance.
- Develop and implement customized investment strategies to address clients' needs, including portfolio management and risk assessment.
Qualifications:
- Bachelor's Degree in Finance, Economics, Business, or related field.
- Relevant certifications (such as Series 7, Series 66).
Compensation:
- An estimated $80,000 - $100,000 annual salary based on initial qualifications and experience.
- Annual discretionary bonus based on targeted metrics.
- Medical and Retirement benefits.
About Us:
Manifest is a private wealth management group that specializes in comprehensive financial planning. Our mission is to guide our clients and make complicated issues easy for them so that they can focus on what they love to do.
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