REGISTERED INVESTMENT ADVISOR

Employer
MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY
Location
Mechanicsburg, Pennsylvania
Salary
Salary & bonus commensurate, medical insurance, 401(k), continuing education, vacation & holidays
Posted
Feb 19, 2021
Closes
Apr 20, 2021
Job Function
Wealth Management
Employment Type
Full Time
Education
Masters

1.   Preparation of comprehensive financial plans including obtaining information from clients, analyzing existing investments and recommending any changes, retirement projections, income and estate tax planning, insurance policy analysis, and education funding.

 

2.   Meet with clients to discuss implementation of the financial planning recommendations and addressing their other issues and concerns.

 

3.   Manage client portfolios including research regarding existing and desirable investments and making investment trades.

 

4.   Open new accounts and monitor portfolios adhering to clients’ Investment Policy Statements.

 

5.   For the firm to continue to grow, Registered Investment Advisors need to attract new clients, with more business development expected of the Registered Investment Advisor over time.