American Elite Advisory ยท 3 hours ago
Investment Advisor Representative
United States
Contract
Remote
Entry Level
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Hiring Manager
Vern Bell
Insider Connection @American Elite Advisory
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Responsibilities
Providing financial advice and guidance to clients
Building relationships with clients
Recommending investment strategies
Assisting clients with financial planning
Providing customer service
Qualification
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Required
Existing book of business in excess of $1 M, or the ability and desire to grow your book.
Financial Planning, Investments, and Investment Strategies skills
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
Series 65, Series 66 or CFP required
Preferred
Experience in the financial services industry is a plus
Company
American Elite Advisory
American Elite Advisory specializes in portfolio management, financial planning, wealth advisory, and investment management services.
Founded in 2011
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase
