What are the responsibilities and job description for the Securities Research Analyst position at Staffing In Motion?
Firm :
Large global portfolio management firm with over 200 billion in assets under management. Each client would have a separately managed portfolio based on their risk tolerance, asset allocation and securities preferences. Fee based discretionary managed platform that offers global portfolio management solutions.
The Opportunity :
Are you a financial professional who enjoys building new and expanding current client relationships? As a Client Development Vice President, you will provide holistic financial planning and portfolio analysis services. Join our privately held, multi-billion dollar, global investment firm to put our clients first and better the investment universe.
Help our clients reach their financial goals without having to manage service. You will be supported by a Client Development Manager who will make sure you have the training and resources to experience success. You will be supported with dedicated sales and service, marketing, operations and more.
The Day-to-Day
- Evaluate opportunities to consolidate a client’s outside assets with our firm
- Review personal financial situations and provide solutions
- Cultivate referrals by providing exceptional service
- Conduct meetings with prospects and clients virtually and in-person
- Convey and present our firm’s investment management strategies
Compensation :
60,000 base salary $30,000 bonus commission, with average total compensation of $290,000
Benefits
Requirement : CFA level 1 completed (at a minimum) relevant investment experience
Salary : $30,000
