FAMILY INVESTMENT SPECIALIST I

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Full Remote
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Offer summary

Qualifications:

Bachelor's degree in finance, business, or a related field., Strong analytical and problem-solving skills., Excellent communication and interpersonal abilities., Experience in customer service or financial advising is a plus..

Key responsibilities:

  • Assist clients in understanding investment options and financial products.
  • Conduct assessments to determine clients' financial needs and goals.
  • Prepare and present financial reports and investment strategies.
  • Collaborate with team members to enhance client satisfaction and service delivery.

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State of Maryland https://jobapscloud.com/MD/
5001 - 10000 Employees
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