What are the responsibilities and job description for the Financial Broker position at GRACE Legacies?
Job Overview
We are seeking a motivated and knowledgeable Broker to join our dynamic team. The ideal candidate will be responsible for facilitating transactions between buyers and sellers, providing expert advice on investment opportunities, and managing client portfolios. This role requires a strong understanding of financial markets, excellent customer relationship management skills, and the ability to analyze market trends to make informed decisions.
Duties
- Develop and maintain strong relationships with clients to understand their financial goals and investment needs.
- Conduct thorough research on market trends, investment opportunities, and economic factors that may impact client portfolios.
- Manage client portfolios by making informed investment decisions based on risk assessment and market analysis.
- Provide guidance on estate planning, cash management, and other financial services to help clients achieve their objectives.
- Utilize financial software to track investments, analyze performance, and prepare reports for clients.
- Collaborate with other financial professionals to ensure comprehensive service delivery for clients.
- Stay updated on industry regulations and compliance requirements to ensure adherence in all transactions.
Experience
- Proven experience in sales or public accounting is preferred.
- Strong mathematical skills with the ability to analyze complex financial data.
- Familiarity with investment management principles and portfolio management strategies.
- Excellent research skills to identify potential investment opportunities and market insights.
- Proficiency in customer relationship management tools and financial software is a plus.
- A background in estate planning or cash management will be advantageous.
Join us as we strive to provide exceptional service and innovative solutions for our clients' financial needs!
Job Types: Full-time, Part-time
Pay: $72,000.00 - $250,000.00 per year
Expected hours: No less than 1 per week
Benefits:
- 401(k)
- Health insurance
- Life insurance
Compensation Package:
- Bonus opportunities
- Commission pay
Application Question(s):
- What does financial freedom look like to you?
Ability to Commute:
- Austin, TX 78730 (Preferred)
Ability to Relocate:
- Austin, TX 78730: Relocate before starting work (Preferred)
Work Location: Hybrid remote in Austin, TX 78730
Salary : $72,000 - $250,000