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Investment Specialist Apprentice

Company: Ascendo Resources
Location: Salt Lake City
Posted on: November 22, 2021

Job Description:

Grow Your Career With a Top-Tier Bank! Are you looking for an opportunity that will provide you with a chance to grow in the finance industry? This role will provide an opportunity to grow as a Financial Advisor as well as the chance to provide guidance and advice to high-net-worth individuals. DUTIES / RESPONSIBILITIES / ESSENTIAL FUNCTIONS:

  • Helping clients to develop plans to meet their financial goals
  • Creating client relationships through providing advice and expertise
  • Helping clients preserve and build their financial resources and wealth Required Qualifications:
    • 6+ months of customer service or sales experience
      • Bachelors Degree Job Expectation:
        • Obtaining the FINRA series 7 and 66 Base Salary Range $50,000 If interested, contact Lane Guedry at Work Location:
          • Multiple locations Work Remotely
            • No Job Requirements:
              • Provide daily investment performance to investment team
              • Analyze investment portfolio holding exposures
              • Review potential new investment managers
              • Perform due diligence on prospective investment opportunities
              • Construct investment plans and financial strategies
              • Provide investment solutions tailored to the investment needs of institutional clients
              • Recommend investment idea across sectors
              • Support cash and investment decisions
              • Expected cash flow available for investment, cash flow from investments, investment income, future values of the investment portfolio
              • Resolve investment data related issues
              • Reconcile investment portfolio positions and market values
              • Evaluate and monitor investment managers
              • Prepare quarterly reports on investment performance
              • Assist with the quarterly socially responsible investment review process with investment managers
              • Analyzing investment and risk scenarios
              • Facilitate implementation of investment plans
              • Coordinate investment research and analysis projects with investment consultants;. Meet with investment managers and write meeting notes for the investment team;. Attend local investment conferences
              • Facilitate implementation of investment plan
              • Create various ad-hoc investment analyzes
              • Preparing investment proposals and reviews

Keywords: Ascendo Resources, Salt Lake City , Investment Specialist Apprentice, Other , Salt Lake City, Utah

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