Efficient Capital Strategies LLC · 3 hours ago
Investment Advisor Representative (Series 65) / Administration
Providence, RI
Full-time
Onsite
Mid LevelEfficient Capital Strategies LLC is a Rhode Island-based Investment Advisory Firm committed to delivering comprehensive financial planning and investment strategies for their clients. The role involves assisting clients in developing tailored investment strategies and financial plans, managing client inquiries, and supporting the firm's investment activities.
AdviceBusiness DevelopmentConsulting
Hiring Manager
Jon Kuczmarski, MBA
Responsibilities
Assisting clients in developing tailored investment strategies and financial plans
Managing client inquiries
Providing exceptional customer service
Supporting the firm's investment and financial planning activities
Contributing to the execution of financial strategies and ensuring adherence to company standards and regulatory requirements
Qualification
Required
Strong skills in Financial Planning, Finance, and Investments
Knowledge of Investment Strategies and the ability to evaluate investment opportunities
Proven experience in Customer Service and building client relationships
Excellent communication and interpersonal skills
Bachelor's degree in Finance, Economics, Business, or a related field
Ability to work effectively in a dynamic, team-oriented environment
Strong analytical and problem-solving abilities
Preferred
Relevant certifications such as CFP, CFA, or similar credentials are a plus
Company
Efficient Capital Strategies LLC
Efficient Capital Strategies LLC is a Rhode Island based Investment Advisory Firm.
Founded in 2016
1 employee
Funding
Current Stage
Early StageLeadership Team
Jon Kuczmarski, MBA
Founder
Company data provided by crunchbase