Investment Solutions Expert
3 weeks ago
We are seeking an experienced Investment Solutions Expert 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: $90,000 - $140,000 per year based on experience and qualifications.
Job Overview
Our team of professionals delivers innovative investment solutions to help clients achieve their long-term financial objectives. As an Investment Solutions Expert, you will play a key role in developing and implementing customized investment plans for clients, providing expert advice on financial markets and products, building and maintaining strong relationships with clients, and collaborating with cross-functional teams to deliver comprehensive financial solutions.
Key Responsibilities:
- Designing and implementing investment strategies tailored to clients' needs
- Providing insightful advice on financial markets and trends
- Establishing 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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