What are the responsibilities and job description for the Investment Representative position at Central States Capital Markets, LLC?
Job Description
Central States Capital Markets, LLC is looking for an Investment Representative to join our team. This is a unique opportunity to join our regional Broker-Dealer with additional offices in Kansas City, Des Moines, and Columbus. The Investment Representative will be responsible for maintaining and developing relationships with investment accounts and working with the leadership team to achieve desired client outcomes.
Qualifications
·Bachelor’s degree in Business, Finance, or a related field; or equivalent combination of education and experience. Series 7 and 63 license or willing to attain them.
·Minimum of 2 years of relevant experience.
·Must be comfortable working with individuals with varying levels of sophistication.
·Must be able to work independently and prioritize tasks.
·Must be able to communicate effectively both verbally and in writing.
·Strong analytical skills and ability to solve problems.
·Ability to work both independently and within a team environment.
·Strong interpersonal skills, including the ability to understand and build relationships with clients.
·Proficiency in Microsoft Office applications (Word, Excel, Outlook) and CRM systems (Zoom).
Benefits
- Health, Dental & Vision Insurance Plan available - paid 50% by company & 50% by employee, employee 401k plan with matching, paid holidays & vacation.
Responsibilities
- Analyze clients' financial needs and provide tailored investment solutions.
- Conduct financial planning and investment management to optimize client portfolios.
- Stay updated on financial concepts, securities law, and tax regulations.
- Utilize Microsoft Excel and financial software for data analysis and reporting.
- Build and maintain strong customer relationships through effective communication.
- Assist clients with estate planning, wills, and trusts as needed.
- Ensure compliance with Series 7 and Series 63 regulations in all transactions.
Job Type: Full-time
Pay: $45,000.00 - $55,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible spending account
- Health insurance
- Health savings account
- Paid time off
Work Location: In person
Salary : $45,000 - $55,000