Financial Services Professional

4 weeks ago


Garden City, New York, United States MORGAN WILSHIRE SECURITIES INC Full time
Job Overview

Morgan Wilshire Securities, Inc. is a leading financial services firm dedicated to providing exceptional investment advice and portfolio management services to our clients. As a Financial Advisor Trainee, you will play a critical role in helping us achieve our mission.

Key Responsibilities
  • Assist in the development and implementation of customized financial plans tailored to the unique needs of our clients.
  • Work closely with top-tier professionals to identify and capitalize on investment opportunities.
  • Provide exceptional client service and support to ensure client satisfaction and loyalty.
  • Participate in ongoing training and professional development to stay up-to-date on industry trends and best practices.
Requirements
  • Strong communication and interpersonal skills.
  • Ability to work in a fast-paced environment and prioritize multiple tasks.
  • Strong analytical and problem-solving skills.
  • Commitment to delivering exceptional client service and results.
Benefits
  • Tuition reimbursement.
  • Opportunities for professional growth and development.
  • A dynamic and supportive work environment.

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