What are the responsibilities and job description for the Portfolio Management Expert position at ValuTeachers?
About Our Company
ValuTeachers is a leading provider of comprehensive financial services to individuals and businesses.
Job Requirements
We are seeking a highly skilled Internal Financial Advisor to join our team. This role will be responsible for providing expert advice on financial matters to clients and managing their portfolios efficiently.
Key Responsibilities
- Provide expert advice on financial matters to clients
- Manage client portfolios efficiently
- Develop and maintain relationships with clients
- Stay up-to-date with industry developments and regulatory changes
Requirements
- Bachelor's degree in a business-related field or equivalent professional experience
- Registered Representative with experience working defined contribution plans, 403(b), 457, and 401(a) preferred
- Series 6, Series 63, or obtain within a specific time frame
- LIFE and Health Licenses
- Knowledge of CRM and digital financial advice platforms
What We Offer
- Competitive base salary commissions
- Proven template system
- Ongoing mentorship from the executive team
- Technology and systems to enable you to manage clients' financial information and plans efficiently
- Turnkey marketing services
- Office/call center environment
