Investment Solutions Specialist

3 weeks ago


Chattanooga, Tennessee, United States Service Corporation International Full time
About the Role

This Investment Solutions Specialist position offers an exciting opportunity to work with clients and provide personalized wealth management services. The successful candidate will be responsible for delivering customized investment solutions to meet clients' unique financial goals and objectives.

The ideal candidate will have strong analytical and critical thinking skills, as well as excellent written and verbal communication skills.

Responsibilities:
  1. Develop and implement customized investment plans for clients
  2. Conduct thorough analyses of clients' financial situations and goals
  3. Provide ongoing support and guidance to clients to ensure their financial goals are met
  4. Stay up-to-date with industry trends and developments to provide the best possible service to clients

The estimated annual salary for this position is around $70,000 - $90,000, depending on experience and qualifications.



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