Junior Financial AnalystBookmark This
MCM Financial Group
160 Newport Center Dr. Ste 112
Newport Beach, CA
Description1. Work directly with investment wholesalers
2. Understand different features of investing proposals, stocks, bonds, mutual funds, and financial profiles.
Responsibilities1. Order investment proposals.
2. Run financial profiles on carriers.
3. Compare in-force investment proposals.
Requirements1. A desire to learn new skills.
2. Aptitude with numbers.
3. The ability to learn and retain information quickly.
4. Knowledge of Microsoft Office (Word, Excel, Outlook, Access).