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Investment Specialist
Job in
New York City, Richmond County, New York, 10261, USA
Listed on 2025-12-02
Listing for:
Rumorcircle
Full Time
position Listed on 2025-12-02
Job specializations:
-
Finance & Banking
Financial Consultant
Job Description & How to Apply Below
Holee...
Key Responsibilities- Monitor and manage client portfolios, adjusting to market changes.
- Provide expert advice on market conditions, opportunities, and asset allocation.
- Stay informed on global market trends, especially in the U.S., China, and Europe.
- Collaborate with the advisory team to improve client experiences.
- Ensure compliance with regulations and company policies.
- Bachelor’s degree in Finance, Economics, or related field (Master’s or CFA preferred).
- Experience as an Investment Advisor or Financial Planner.
- Strong understanding of global markets, especially U.S., China, and Europe.
- Excellent analytical, communication, and interpersonal skills.
- FINRA Series 7 and 66 (or 63 and 65) licenses required.
Submit your resume and cover letter detailing your qualifications. Applications are reviewed on a rolling basis. We celebrate diversity and are committed to an inclusive work environment.
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