Investment Adviser Representative
Company Description
Fendz Asset Management, Inc., an independent Registered Investment Advisory Firm and Insurance Agency, specializes in wealth management, insurance solutions, and business exit planning to empower individuals and businesses in optimizing their assets. Based in Miami and Chicago, Fendz serves a diverse range of clients including individuals, corporations, trusts, and charitable organizations. With expertise in domestic and international financial markets, Fendz collaborates with a network of experienced professionals, such as attorneys and CPAs, to deliver comprehensive financial solutions. From investment advisory and retirement planning to business exit strategies and estate planning, Fendz is committed to helping clients achieve financial freedom and long-term security.
Role Description
This is a full-time, hybrid position based in Coral Gables, FL, with some flexibility to work from home. The Investment Adviser Representative will be responsible for providing tailored financial planning strategies, developing investment portfolios based on client objectives, conducting financial research, and ensuring excellent client service. Supporting clients in achieving their financial goals and maintaining a high level of confidentiality and professionalism are key responsibilities in this role.
Qualifications
• Strong skills in Financial Planning, including the ability to develop and implement personalized financial strategies.
• Comprehensive knowledge of Investments and Investment Strategies, with experience in portfolio management and market research.
• Proficiency in Finance, with an understanding of wealth management, retirement planning, and business exit strategies.
• Exceptional Customer Service skills, with a focus on building and maintaining client relationships.
• Strong analytical, organizational, and communication skills.
• Relevant certifications such as CFP, CFA, or Series 65 license are highly preferred.
• Bachelor’s degree in Finance, Business Administration, Economics, or a related field required.
• Commitment to maintaining confidentiality and delivering results-driven financial solutions.
Apply Now
Apply Now
Fendz Asset Management, Inc., an independent Registered Investment Advisory Firm and Insurance Agency, specializes in wealth management, insurance solutions, and business exit planning to empower individuals and businesses in optimizing their assets. Based in Miami and Chicago, Fendz serves a diverse range of clients including individuals, corporations, trusts, and charitable organizations. With expertise in domestic and international financial markets, Fendz collaborates with a network of experienced professionals, such as attorneys and CPAs, to deliver comprehensive financial solutions. From investment advisory and retirement planning to business exit strategies and estate planning, Fendz is committed to helping clients achieve financial freedom and long-term security.
Role Description
This is a full-time, hybrid position based in Coral Gables, FL, with some flexibility to work from home. The Investment Adviser Representative will be responsible for providing tailored financial planning strategies, developing investment portfolios based on client objectives, conducting financial research, and ensuring excellent client service. Supporting clients in achieving their financial goals and maintaining a high level of confidentiality and professionalism are key responsibilities in this role.
Qualifications
• Strong skills in Financial Planning, including the ability to develop and implement personalized financial strategies.
• Comprehensive knowledge of Investments and Investment Strategies, with experience in portfolio management and market research.
• Proficiency in Finance, with an understanding of wealth management, retirement planning, and business exit strategies.
• Exceptional Customer Service skills, with a focus on building and maintaining client relationships.
• Strong analytical, organizational, and communication skills.
• Relevant certifications such as CFP, CFA, or Series 65 license are highly preferred.
• Bachelor’s degree in Finance, Business Administration, Economics, or a related field required.
• Commitment to maintaining confidentiality and delivering results-driven financial solutions.
Apply Now
Apply Now