Seeking Investment Analyst to join Top Financial Planning Firm
June 5, 2018
Full Time - Experienced
4 Year Degree
The Investment Analyst is an integral part of the organization responsible for the creation and maintenance of comprehensive financial plans for the firm’s clients.
Responsibility and Job Duties:
Creation and maintenance of comprehensive Financial plans
Strategy meeting preparation
Prepare charts, graphs, tables among other visual aids to be used in meetings
Develop portfolio product solution recommends in line with client’s risk tolerance/time frame
Interact/discuss with clients with questions pertaining to financial data
Assist with other functions on team to create overall successful experience for client
Extreme attention to detail
Excellent attitude and extraordinary client service orientation
Genuine interest in serving and caring for other people
Excellent organization and time management skills
Excellent Team Player
Ability to handle multiple tasks and stress
Positive attitude and willingness to constantly learn and grow
Prior experience in industry
About Ameriprise Financial
Top Financial planning firm located in Tysons Corner, VA seeking investment analyst to join fast paced team!
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Formed in 1974, the Independent Bankers Association of Texas (IBAT) represents Texas community banks. The Austin-based group is the largest state community banking organization in the nation, with membership comprised of more than 2,000 banks and branches in 700 Texas communities. Providing safe and responsible financial services to all Texans, IBAT member bank assets range in size from $10 million to $20 billion with combined assets statewide of nearly $165 billion. IBAT member banks are committed to supporting and investing in their local communities.