Associate Producer, Small Business

EPIC Brokers is currently seeking talented professionals to join our team. If you are passionate about finance and ready to take on new challenges, we encourage you to apply.

About the role

EPIC Brokers is a leading financial services firm dedicated to providing exceptional brokerage services to individual and institutional clients. We are seeking a dynamic and experienced professional to join our team as a Financial Advisor.

Responsibilities

• Develop and maintain relationships with clients to provide personalized investment advice and solutions.
• Conduct market research and analyze financial data to inform investment recommendations.
• Manage client portfolios, including making trades and monitoring performance.
• Stay up-to-date with industry trends and regulatory changes to ensure compliance and best practices.
• Provide ongoing education and support to clients to help them achieve their financial goals.

Requirements

• Bachelor's degree in Finance, Economics, or a related field.
• Minimum 3 years of relevant work experience in financial services.
• Strong analytical skills and the ability to communicate complex financial concepts clearly.
• Excellent interpersonal and communication skills.
• Passion for helping others achieve their financial goals.

Qualifications

• Proven track record of success in financial services.
• Experience working with high-net-worth individuals or institutional clients.
• Knowledge of various investment products and strategies.
• Ability to work independently and manage multiple tasks simultaneously.

Skills

• Strong knowledge of financial markets and investment products.
• Excellent written and verbal communication skills.
• Proficiency in Microsoft Office Suite.
• Ability to work effectively in a fast-paced environment.

Benefits

• Competitive salary and bonus structure.
• Health insurance coverage.
• 401(k) plan with company match.
• Professional development opportunities.
• Flexible work schedule.

Pay

Salary range: $80,000 - $120,000 annually.

Schedule

Full-time position with flexible hours.

EPIC Brokers offers a competitive compensation package that includes a base salary, annual bonus, and comprehensive benefits. The exact pay and benefits will be determined based on qualifications and experience.

The ideal candidate will have a minimum of 3 years of experience in financial services and a bachelor's degree in a related field. EPIC Brokers is an equal opportunity employer and encourages applications from diverse candidates.