Investment Planning Professional
1 day ago
We are seeking an experienced Investment Planning Professional to join our team at GlassBridge Consulting. In this role, you will work closely with clients to understand their financial needs and develop personalized investment plans.
You will be responsible for providing expert investment advice, managing client relationships, and staying up-to-date with market trends and regulatory changes.
Key Responsibilities- Providing investment advice to clients based on their financial goals and risk tolerance.
- Developing and implementing comprehensive investment plans, including asset allocation, diversification, and risk management.
- Managing client relationships and building long-term trust with clients.
- Staying up-to-date with market trends and regulatory changes to ensure clients receive the best possible advice.
- Collaborating with colleagues to develop and implement new business strategies.
- Bachelor's degree in finance, accounting, or a related field.
- Strong knowledge of investment products, risk management, and income tax regulations.
- Excellent communication and interpersonal skills.
- Ability to build and maintain relationships with clients.
We offer a competitive salary range of $80,000 - $120,000 per year, depending on experience, as well as opportunities for career growth and professional development. Additionally, we provide a comprehensive benefits package, including health insurance, retirement savings plan, and paid time off.
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