What are the responsibilities and job description for the Investment Consultant Service Representative position at The Pinnacle Group?
Company Description
The Pinnacle Group in Virginia Beach, VA, is a leading investment consulting firm that offers strategic solutions for investments and qualified plans. We focus on creating and delivering investment solutions that maximize value and enhance returns while minimizing risks.. Contact us at (757) 463-8000. Ask for Raleigh Jernigan.
Role Description
This is a full-time on-site role as a Investment Consultant Services Representative at The Pinnacle Group in Virginia Beach, VA. You will be responsible for trading, investments, finance, brokerage, and sevicing accounts on a daily basis.
Qualification
- Trading, Investments, and Finance skills
- Investing Consulting or Stock Broker experience
- Strong analytical and decision-making skills
- Excellent communication and interpersonal abilities
- Bachelor's degree in Finance, Business, Economics, or a related field
- Certifications such as Series 7 and Series 63 licenses are a plus
Salary : $60,000 - $80,000