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Investment Consultant - FINRA Licensed
A company is looking for a Consultant, Investments in Financial Services. Key Responsibilities: Manage fund partner relationships for assigned financial services products Support fund partner relationships and represent business segments in investment portfolio development Collaborate on fund addition projects and manage fund changes, ensuring compliance with regulatory requirements Required Qualifications: Undergraduate degree in business, finance, economics, accounting, or a related field FINRA Series 6 and 63 licenses required; additional licenses may be necessary based on the business unit 5 years or more of investment or relationship management experience in financial services preferred Preferred designations include CFA, CAIA, CFP, CFS, CIC, or CIMA Expertise in investment decision-making and fund manager selection practices
A company is looking for a Consultant, Investments in Financial Services.
Key Responsibilities:
Manage fund partner relationships for assigned financial services products
Support fund partner relationships and represent business segments in investment portfolio development
Collaborate on fund addition projects and manage fund changes, ensuring compliance with regulatory requirements
Required Qualifications:
Undergraduate degree in business, finance, economics, accounting, or a related field
FINRA Series 6 and 63 licenses required; additional licenses may be necessary based on the business unit
5 years or more of investment or relationship management experience in financial services preferred
Preferred designations include CFA, CAIA, CFP, CFS, CIC, or CIMA
Expertise in investment decision-making and fund manager selection practices