Data Steward

Job Summary

The position is responsible for managing customer relationships and providing financial advice.

Responsibilities

• Develop and maintain strong relationships with clients to ensure their satisfaction and loyalty.
• Provide personalized financial planning and investment advice to clients.
• Conduct client meetings to discuss financial goals and strategies.
• Manage client portfolios and make investment decisions as needed.
• Stay updated on industry trends and regulatory changes that impact financial services.

Requirements

• Bachelor's degree in finance, economics, or a related field.
• Minimum 3 years of relevant experience in financial services or a related field.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills.
• Ability to work independently and manage multiple tasks simultaneously.

Qualifications

• Series 65 or Series 7 license preferred.
• Knowledge of financial planning software and tools.

Skills

• Financial analysis and modeling.
• Client relationship management.
• Investment strategy development.
• Regulatory compliance knowledge.

Benefits

• Competitive salary and benefits package.
• Flexible work schedule.
• Professional development opportunities.

Pay

Salary range: $50,000 - $80,000 annually.

Schedule

Full-time position with flexible hours to accommodate client needs.