Roles And Responsibilities
- Client Advisory:
- Conduct thorough financial assessments and understand clients' investment objectives, risk tolerance, and financial situations.
- Provide personalized investment advice and recommendations based on clients' needs and market conditions.
- Develop comprehensive investment strategies aligned with clients' long-term goals.
- Portfolio Management:
- Monitor and manage client portfolios to ensure alignment with their investment objectives and risk profiles.
- Perform regular portfolio reviews and rebalancing to optimize performance and manage risk.
- Stay informed about market trends, economic developments, and regulatory changes affecting investments.
- Financial Analysis and Research:
- Conduct in-depth research and analysis of investment opportunities, including stocks, bonds, mutual funds, ETFs, and alternative investments.
- Evaluate financial statements, market data, and industry trends to assess investment risks and potential returns.
- Prepare investment proposals and presentations for clients, highlighting recommended strategies and expected outcomes.
- Client Relationship Management:
- Build and maintain strong relationships with clients through regular communication and proactive outreach.
- Address client inquiries, concerns, and requests promptly and professionally.
- Provide ongoing financial education and updates to clients regarding their portfolios and market developments.
- Compliance and Risk Management:
- Ensure compliance with regulatory requirements and internal policies in all client interactions and investment activities.
- Monitor investment performance and risk metrics to mitigate potential risks and maintain portfolio integrity.
- Implement best practices in investment management and adhere to industry standards and guidelines.
- Competitive salary based on experience and qualifications.
- Performance-based bonuses tied to individual and company targets.
- Comprehensive benefits package including healthcare, retirement plans, etc.
- Opportunities for professional development and advancement within the firm.
-
Seniority level
Entry level -
Employment type
Full-time -
Job function
Finance and Sales -
Industries
Business Consulting and Services
Referrals increase your chances of interviewing at Augment Jobs by 2x
See who you knowGet notified about new Investment Advisor jobs in New York, NY.
Sign in to create job alertSimilar jobs
-
Investment Banking/Financial Modelling | Analyst | New York, NY
Investment Banking/Financial Modelling | Analyst | New York, NY
Goldman Sachs
-
Junior Financial Planner
Junior Financial Planner
CAPTRUST
-
Financial Analyst / Lvl 2 / Orlando, FL
Financial Analyst / Lvl 2 / Orlando, FL
Lockheed Martin
-
Financial Advisor
Financial Advisor
Prudential Financial
-
Financial Advisor
Financial Advisor
Equitable Advisors
-
Financial Consultant
Financial Consultant
Ladgov Corporation
-
Financial Analyst Staff / Lvl 4 / Orlando, FL
Financial Analyst Staff / Lvl 4 / Orlando, FL
Lockheed Martin
-
Financial Advisor
Financial Advisor
Prudential Financial
-
Financial Services Consultant
Financial Services Consultant
H2 Talent
-
Financial Planner
Financial Planner
uFinancial Group
-
Associate Financial Planner
Associate Financial Planner
Mainspring Wealth Advisors, LLC.
-
Finance Advisor, Financial Rotation Program (Cohort 8)
Finance Advisor, Financial Rotation Program (Cohort 8)
MITRE
-
Consultant - Chief Financial Officer
Consultant - Chief Financial Officer
Arootah
-
Financial Advisor
Financial Advisor
Fort Pitt Capital Group
-
Private Wealth Advisor
Private Wealth Advisor
StevenDouglas
-
Financial Advisors
Financial Advisors
Manhattan West
-
Financial Advisor & Consultant
Financial Advisor & Consultant
Equitable Advisors
-
Financial Advisor
Financial Advisor
Prudential Financial
-
Financial Investment Analyst
Financial Investment Analyst
Augment Jobs
-
U.S. Consultant, Financial Services and Fintech
U.S. Consultant, Financial Services and Fintech
L.E.K. Consulting
-
Financial Advisor
Financial Advisor
Bankers Life
-
Associate Financial Planner
Associate Financial Planner
Mainspring Wealth Advisors, LLC.
-
Financial Advisor
Financial Advisor
Bankers Life
-
Wealth Financial Advisor
Wealth Financial Advisor
CAPTRUST
-
Financial Advisor
Financial Advisor
JCW
-
Financial Advisor
Financial Advisor
Prudential Financial
-
Financial Analyst III (Mid-Level)
Financial Analyst III (Mid-Level)
Memorial Sloan Kettering Cancer Center
People also viewed
-
Associate Financial Advisor
Associate Financial Advisor
-
Corporate Finance Consultant
Corporate Finance Consultant
-
Banking Consultant
Banking Consultant
-
Wealth Advisor
Wealth Advisor
-
Wealth Financial Advisor
Wealth Financial Advisor
Looking for a job?
Visit the Career Advice Hub to see tips on interviewing and resume writing.
View Career Advice Hub