Financial Analyst/ Advisor

Woodstock, Georgia
Apr 15, 2019
May 15, 2019
Employment Type
Full Time
Entry Level


  • Create our quarterly Newsletter
  • Create our Economic update
  • Meet with investment representatives
  • Research on all investments we use - Models are already created
  • Research on potential investments to use
  • Account trading
  • Help structure financial plans
  • Responds to client’s objections to mutual funds & market conditions
  • Reading all broker/dealer correspondence
  • Reading mutual fund correspondence
  • Business planning – comparing various employer plan options
  • Send applicable prospectus’
  • Creating procedures
  • Maintain up to date literature inventory for most utilized investments
  • Maintain year end checklists - retirement plan checklists & RMD checklists

Skills required

  • Series 7 license
  • 1 year or more experience
  • Keeping up with current events
  • Excellent analytical skills
  • Excellent interpersonal skills
  • Excellent organizational and time management skills
  • Ability to handle multiple tasks and operate in tight deadlines
  • IT savvy
  • Creative writer for newsletters
  • Good at researching and explaining
  • OK to handle client objections