Junior Investment Advisor - Miami, FloridaBookmark This
Davis Wealth Management
201 South Biscayne Boulevard, 28th Floor
DescriptionDavis Wealth Management is seeking qualified persons for the position of Junior Investment Advisor.
At Davis Wealth Management, we recognize that every individual, family and entity has different circumstances and goals. Our company is built on a solid foundation of excellent service, in-depth market knowledge and many years of experience in helping clients achieve their goals. As we are truly independent, we provide unbiased comprehensive financial advice of the highest quality to all of our clients. Our process starts with gaining a clear understanding of what each of our clients is looking to accomplish. We then gather the factual information necessary to put their goals in the context of their financial situation. After a thorough analysis, we implement a personalized solution for each client and provide ongoing monitoring of their investments.
ResponsibilitiesThis is an excellent opportuniy to work for a boutique financial services firm. The ideal candidate will be high energy, proactive, resourceful, possess superior organizational and communication skills, and work well on a deadline. Responsibilities will include exposure to prospecting, client service, financial planning, product research, and business operations.
RequirementsCandidates should be in the process of attaining or already have attained at least their BA or BS in Finance, Economics, Business Management, or Marketing and have some experience in business and/or financial markets.
The ideal candidate should be in their final semester towards earning their degree and also live in South Florida.