Investment Consultant
2 days ago
Participate in investment research on investment managers and investment markets
Tracking the organization's investment
Prepare investment manager search reports
Review daily investment trade activity
Deliver investment advice and implementation support
Provide clients with prospects with information on investments opportunities and make investment recommendations that are consistent with investment objective
Sell financial products and services to clients for investment purposes by performing the following duties
Facilitate the sales and service of securities, annuities, and registered investment advisory products to qualified buyers
Solicit new and existing prospects/customers for investment needs
Evaluate the financial needs of clients and prospects, current holdings, and available investment capital, and help identify investment objectives
Provide clients with information and advice on purchase or sale of securities, financial services, and investment plans
Oversee the preparation of custom investment reports and client deliverables
Manage 166+ investment vehicles that utilize a variety of alternative investment strategies and vehicle structures
Oversee the production and review of quarterly investment reports
Provide investment consultation to Navy Federal members and non-members on investment products including annuities, mutual funds, related securities and fee based offerings
Conduct periodic investment reviews with clients, covering implementation of the client's investment strategy, the results obtained, and validating the client's current investment objectives
Introduce all new products to the field
Submitted for investment requests as well as corrections to pending requests
Execute customer and broker purchases and sale orders of investment products for current and new clients
Bachelors Degree
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