Careers

Job Description

The ideal candidate will deliver personalized investment solutions to help clients work toward and achieve their long-term financial goals. They should be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. The candidate will assist in daily business operations and deliver a unique client experience that aligns with the mission of AMICUS Wealth Partners.

Responsibilities

• Provide financial planning and account management support to clients
• Gather and analyze client data with accuracy
• Develop a client acquisition plan that includes contacting prospects to set up meetings/ appointments
• Implement marketing activities such as networking through seminars and events
• Assess clients' risk tolerance, goals, time frame and recommend portfolio solutions
• Execute appropriate trades for proposed portfolios
• Monitor economy, markets and world events to determine strategic rebalancing
• Conduct transactions on behalf of the clients

Qualifications

• Bachelor's degree in Finance or related field
• 1+ years' of industry experience
• Strong understanding of the investment business
• Excellent interpersonal skills
• Excellent ability to communicate with clients

Skills

• Financial Services
  
• Financial Planning
• Communication
• Customer Relationship Management (CRM)
• Money Management
• Investments
• Financial Analysis
• Stock Management
• Market Analysis
• Interpersonal Skills

Employment Type

• Full-time

Job Functions

• Finance
• Customer Service
• Sales