Investment Analyst Trainee
2 weeks ago
Position Overview
We are looking for a motivated entry-level financial planning professional to join our team at Equitable Advisors. This role is ideal for individuals eager to build a career in financial advisory services. The successful candidate will thrive in a collaborative environment, actively participating in various aspects of our operations while gaining essential experience in client service and financial planning.
Key Responsibilities:
- Collaborate with advisors to deliver comprehensive financial planning and investment support.
- Prepare detailed financial analyses and develop tailored financial plans for clients.
- Assist in the management, rebalancing, and oversight of client investment portfolios.
- Conduct thorough investment research and provide insightful reporting and analysis.
- Support the team in addressing client service requests and needs.
- Contribute to the development and refinement of workflows and procedures aimed at enhancing operational efficiency and client satisfaction.
Qualifications:
- Relevant experience in the financial services sector is required.
- CFP designation is preferred or actively pursuing certification.
- Bachelor's degree in Financial Planning, Finance, Accounting, or Economics is preferred.
- Strong analytical and problem-solving abilities.
- Exceptional written and verbal communication skills.
- Self-motivated, able to work both independently and as part of a team.
- Detail-oriented with a strong ability to identify and fulfill client needs.
- Excellent project management skills, capable of prioritizing and managing multiple tasks.
- Familiarity with financial software such as Morningstar Advisor Workstation and Morningstar Direct.
- Knowledge of CRM systems, eMoney, Asset-Map, and Salesforce is advantageous.
- Competitive salary and benefits package available.
- Reimbursement for approved professional development expenses.
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