empiriKal partners llc · 20 hours ago
Investment Advisor
United States
Full-time
Remote
Mid Level
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Responsibilities
Financial planning
Managing investments
Developing investment strategies
Providing financial advice
Delivering exceptional customer service to clients on a day-to-day basis
Qualification
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Required
Financial Planning, Investments, and Investment Strategies skills
Experience in Finance and Customer Service
Strong analytical and problem-solving abilities
Excellent communication and interpersonal skills
Ability to work independently and remotely
Bachelor's degree in Finance, Economics, Business, or related field
Preferred
Certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
Company
empiriKal partners llc
At empiriKal partners, we have the client—and only the client—in mind.
Founded in 2011
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Chris Niko Monzon
Chief Growth Officer
Mark Post, MBA
Chief Growth Officer/ Investment Advisor
Company data provided by crunchbase
