Entry Level Investment Advisor / Financial Planner
Snider Advisors is seeking to fill an investment advisor position. The candidate will assist our clientele by handling various client service requests, assisting in the implementation of our proprietary investment strategy, providing financial planning services, and various other client oriented tasks.The candidate should be knowledgeable in the following areas:Solid understanding of various investment and insurance products including: stocks, bonds, options, ETF’s, mutual funds, annuities, and insurance products (life, disability and long-term care)General understanding of comprehensive financial planning including: retirement and pension planning, 529 and college planning, insurance needs analysis, estate planning, tax efficiency planning, trusts and charitable giving.
Title: Entry Level Investment Advisor / Financial Planner
Salary: 38000-45000
Description: Snider Advisors is seeking to fill an investment advisor position. The candidate will assist our clientele by handling various client service requests, assisting in the implementation of our proprietary investment strategy, providing financial planning services, and various other client oriented tasks.The candidate should be knowledgeable in the following areas:Solid understanding of various investment and insurance products including: stocks, bonds, options, ETF’s, mutual funds, annuities, and insurance products (life, disability and long-term care)General understanding of comprehensive financial planning including: retirement and pension planning, 529 and college planning, insurance needs analysis, estate planning, tax efficiency planning, trusts and charitable giving.
Requirements: Entry level experience, Bachelor's Degree education
Fraudulent: No