Investment Advisory Consultant

6 days ago


El Cajon, California, United States Wealth Navigation Advisors Full time
Role Summary
Wealth Navigation Advisors is a leading financial services firm seeking a talented Investment Advisory Consultant to join our team. In this role, you will work closely with senior financial advisors to provide comprehensive financial planning and investment management services to our clients.

The estimated salary for this position is $100,000 - $130,000 per year, depending on experience and qualifications. To be considered, you must have a Bachelor's degree in Finance, Economics, Business Administration, or a related field, and relevant certifications such as Series 7 and Series 66. Strong analytical and problem-solving skills, excellent communication and interpersonal skills, and proficiency in financial planning software and Microsoft Office Suite are also required.

This is an excellent opportunity to grow and develop within the financial services industry, with potential for career advancement. Key Responsibilities include:

• Assisting senior financial advisors in creating personalized financial plans and investment strategies for clients.
• Conducting financial analysis and preparing reports on clients' financial status, including income, expenses, investments, and debts.
• Participating in client meetings to gather information, present financial plans, and provide ongoing support.
• Researching and analyzing investment opportunities, market trends, and financial products.
• Preparing and maintaining client records, ensuring accuracy and confidentiality.
• Supporting the development and implementation of financial strategies to help clients achieve their financial goals.
• Providing exceptional customer service and responding to client inquiries in a timely manner.
• Assisting in the development of marketing and client outreach initiatives.
• Staying up-to-date with industry regulations, trends, and best practices.

Benefits include competitive salary, bonus based on performance, profit sharing, paid time off, and training & development opportunities. Flexible work from home options available.

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