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Investment Consultant

2 months ago

Milledgeville, Georgia, United States McDonnaugh securities Full time
Job Overview

We are looking for an Investment Consultant to provide tailored financial guidance to our clients. Your role will involve delivering customized investment strategies aimed at helping clients achieve their financial aspirations.

Key Responsibilities:

  • Provide expert advice on investment options and financial planning
  • Evaluate clients' financial situations, including assets and liabilities
  • Create and present comprehensive financial product recommendations
  • Monitor and report on client portfolio performance
  • Develop and maintain strong relationships with both new and existing clients

Required Qualifications:

  • Experience in finance, banking, or related sectors
  • Knowledge of various investment vehicles and services
  • Proven ability to establish rapport with clients
  • Strong analytical skills and critical thinking
  • Exceptional written and verbal communication abilities
About McDonnaugh Securities LLC

McDonnaugh Securities LLC is a rapidly expanding minority-owned Broker/Dealer and Registered Investment Advisor. With principal offices located in New York City and Long Island, our goal is to establish a regional boutique financial services firm that empowers Independent Representatives and Financial Advisors to offer expert investment advice and wealth management solutions to high-net-worth individuals and business clients.