Investment Portfolio Associate

This is a 100% Onsite role and Need candidates who are localLicenses/CertificationsSIE requiredSeries 7 required.Series 63, 65 and/or 66 as required by state.Job DescriptionSoftware necessary for portfolio analysis.Investment concepts, practices and procedures used in the industry.Principles of estate planning, trusts and securities industry operations.Financial markets and products.Effectively managing client relationships.Strategic planning as part of client retention focus.Gathering and compiling information and data.Preparing and delivering written and oral presentations.Operating standard office equipment and using required software applications.Completes job duties independently, with little supervision.Partner with other functional areas to accomplish objectives.Communicates effectively, both orally and in writing.Provide a high level of service.Establish and maintain effective working relationships at all organizational levels.Participate in professional organizations and activities.Maintain currency in industry services and products.Manages multiple tasks with changing priorities to meet deadlines and goals in a fast-paced environment.