Financial Services Professional

3 days ago


Baldwin Park, California, United States McDonnaugh securities Full time
Job Title: Financial Services Professional

We are seeking a highly motivated Financial Services Professional to join our team at McDonnaugh Securities LLC, a fast-growing minority owned Broker/Dealer and Registered Investment Advisor. Our mission is to build a regional boutique financial service company with Independent Representatives/Financial Advisors which will provide investment advice and wealth management solutions to high-net-worth and Business clients.

Salary Estimate: $100,000 - $150,000 per year based on experience and qualifications.

Job Summary

We deliver comprehensive financial solutions to help clients achieve their long-term financial objectives. As a Financial Services Professional, you will provide expert advice on financial markets and products, develop and implement customized investment plans for clients, build and maintain strong relationships with clients, and collaborate with cross-functional teams to deliver exceptional customer service.

Key Responsibilities:

  • Developing and implementing tailored investment plans for clients
  • Providing expert advice on financial markets and trends
  • Building and maintaining strong relationships with clients
  • Collaborating with colleagues to develop and implement business strategies

Requirements:

  • Relevant experience in banking, finance, or related fields
  • Deep understanding of investment products and services
  • Exceptional communication and interpersonal skills
  • Strong analytical and problem-solving skills
  • Ability to work effectively in a team environment


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