Position Available - Investment Consultant

 

TRUADVICE, LLC strives to be a financial professionals advocate while helping them grow their business. Our TRU Analytics Group plays a key role in this delivery by ensuring that our partners are well educated on all aspects of our investment platform.

 

We are looking for an Investment Consultant to join our team.  The successful candidate will leverage their analytical and organizational skills and will be part of a dynamic team all driven to create great outcomes for our partners.

 

Responsibilities:

  • Managing data and proposal paperwork for financial plans

  • Assist with administration and maintenance of financial planning software

  • Generate and process proposals for financial advisors

  • Run reports and assist financial advisors with prospecting tools

  • Provide back-up support to trading and operations function.

  • Set Up New Users and train advisors and their staff to use our technology platform

  • Aide in setting up models on the trading platform

  • Other ad-hoc duties that may be assigned

 

 

Required Qualifications:

 

  • Bachelor’s degree or equivalent combination of education and experience required

  • Minimum of 3 years within the financial services industry with investment-based sales and relationship management experience

  • Ability to communicate investment strategies in a clear and concise manner to RIA & IAR partners that enables clients to make informed investment decisions

  • Experience positioning and presenting investment strategies to other financial professionals’ phone and webinar meetings

  • Proven ability to develop strong professional relationships

  • Proactive team player able to work in a fast-paced environment

  • Strong analytical, organizational, presentation, and computer skills

  • Proficient in MS Office applications (Word, Outlook, and Excel)

  • Knowledge of financial planning tools: Morningstar, MoneyGuide Pro, Riskalyze, Black Diamond and Orion are preferred

  • FINRA Series 65 license (may be obtained - a condition of employment)

  • Candidates who qualify for this role might have title and job responsibilities similar to Financial Advisor, Wealth Management Advisor, Wealth Management, Financial Planner, Financial Planning, Investment Advisor
     

 

Physical Requirements:

 

  • Ability to sit at a desk for prolonged periods of time while maintaining focus and concentration

  • Ability to operate a wide range of office technology, such as operating a multi-line telephone system, computer, copier, and fax machine

  • Ability to read and analyze documents, reports, etc. in a timely manner

  • Ability to answer phones and communicate with clients and prospects

 

 

Help us achieve our mission to empower our partner financial advisors by leveling the playing field. Stand on the side of the advisor, inspire and educate partners by delivering simple, personal, and straight-forward solutions.

Please send resume' and cover letter to hello@truadvicellc.com

 

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