Lead Generation Specialist

EPIC Brokers is currently seeking talented individuals 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 company that specializes in providing comprehensive brokerage solutions to individual and institutional clients. We are looking for 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 guidance.
• Conduct market research and analyze financial data to assist clients in making informed investment decisions.
• Manage client portfolios, including buying and selling securities, and provide regular performance reports.
• Stay updated on industry trends and regulatory changes to ensure compliance and provide clients with the most current information.
• Attend networking events and participate in community activities to build brand awareness and expand our client base.

Requirements

• Bachelor's degree in Finance, Economics, or a related field.
• Minimum 3 years of relevant work experience in the financial services industry.
• Strong analytical skills and the ability to communicate complex financial concepts to clients.
• Excellent interpersonal and communication skills, both written and verbal.
• Proficiency in Microsoft Office Suite and familiarity with financial software.

Qualifications

• Passion for helping others achieve their financial goals.
• Ability to work independently and manage multiple tasks effectively.
• Strong problem-solving skills and a proactive approach to customer service.

Skills

• Knowledge of various investment products and strategies.
• Experience with financial planning tools and software.
• Effective time management and organizational skills.

Benefits

• Comprehensive health insurance coverage.
• 401(k) retirement plan with company match.
• Flexible work schedule and remote work options.
• Professional development opportunities and continuing education assistance.

Pay

The salary range for this position is $60,000 - $80,000 annually, commensurate with experience.

Schedule

Our ideal candidate will be available Monday through Friday from 9:00 AM to 5:00 PM, with occasional evening and weekend work required for client meetings and events.

Contact Information

To apply, please submit your resume and cover letter to careers@epicbrokers.com. We look forward to hearing from you!