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Investment Strategy Specialist

2 months ago

Minneapolis, Minnesota, United States Fricke Recruiting Full time
Position: RIA Financial Advisor with Competitive Compensation Package

Industry Overview:
Financial Services & Wealth Management

Key Qualifications:
  • Strong Financial Knowledge
  • Expertise in Investment Strategies
  • Proficient in Financial Planning
  • Exceptional Client Negotiation & Communication Skills
  • Strategic Financial Planning and Implementation
  • Awareness of Market Trends
  • Client Development & Service Excellence
  • Network Building Skills
  • Effective Time Management & Problem-Solving Abilities

Educational Requirements:
Bachelor's degree in Finance or a related field

Experience:
Minimum of 5 years in a relevant role

Certifications:
Certified Financial Planner (mandatory)

APPLICATION GUIDELINES:
  • Submit your resume
  • Include a detailed cover letter outlining how your qualifications align with the job requirements.