Client Executive, Employee Benefits
EPIC Brokers is currently seeking talented professionals to join our dynamic team. If you are passionate about finance and eager to grow your career in a supportive environment, 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 highly motivated and skilled individual 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.
- Prepare and deliver presentations to clients on investment strategies and product offerings.
- Manage client portfolios, making adjustments as necessary based on market conditions and client goals.
- Stay current with regulatory changes and industry trends to ensure compliance and best practices.
Requirements
- Bachelor's degree in Finance, Economics, or a related field.
- Minimum 2 years of relevant work experience in a financial services role.
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal skills.
- Ability to work independently and as part of a team.
Qualifications
- Proven track record of success in a similar role.
- Experience with financial planning software and tools.
- Knowledge of various investment products and markets.
Skills
- Strong knowledge of financial principles and regulations.
- Effective written and verbal communication skills.
- Proficiency in Microsoft Office Suite.
Benefits
EPIC Brokers offers a competitive compensation package, including a comprehensive benefits program that includes health insurance, retirement plans, and paid time off.
Pay
The salary range for this position is $60,000 - $80,000 per year, commensurate with experience.
Schedule
Our ideal candidate will be available to work Monday through Friday from 9:00 AM to 5:00 PM.
Contact Information
To apply, please submit your resume and cover letter detailing your relevant experience and qualifications. Please include "Financial Advisor Application" in the subject line of your email.