What are the responsibilities and job description for the Investment Advisor position at Fendz Asset Management, Inc.?
Company Description
Fendz Asset Management is an independent Registered Investment Advisory Firm and Insurance Agency serving the metropolitan cities of Miami and Chicago. We specialize in wealth management, insurance solutions, and business exit planning, providing personalized financial strategies that empower individuals and businesses to grow, protect, and optimize their assets.
Role Description
This is a full-time hybrid role for an Investment Advisor at Fendz Asset Management, Inc. The Investment Advisor will be responsible for financial planning, developing investment strategies, managing investments, providing financial advice to clients, and delivering top-notch customer service. The role is located in Coral Gables, FL with the opportunity for remote work.
Qualifications
- Financial Planning and Finance skills
- Experience in Investments and Investment Strategies
- Strong customer service skills
- Excellent communication and interpersonal skills
- Ability to analyze financial data and trends
- Knowledge of industry regulations and compliance
- Bachelor's degree in Finance, Economics, or related field