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Posted: Wednesday, January 31, 2018 11:31 AM

Job Description
WHO WE ARE:
We (Financial Independence Group) are on of nations largest Finance and Insurance Marketing Organizations (FMO and IMO) supplying products and services to financial professionals in 49 states. For over 40 years we have taken our family:based culture to our advisors emphasizing a customer:first approach to deliver unmatched results.
WHAT YOU WILL LEAD:
One of our Financial Planning Practices is in search of a Investment Analyst. The Investment Analyst will learn under and partner with the firm Principal(s).
As part of the advisory and planning team, you will develop and help deliver customized financial and tax solutions to
investment/retirement clients.
HOW YOU WILL GET THERE:
:Manage and deliver retirement solutions for clients based on Annuity, Life Insurance, and Long:Term Care products.
:Design overall portfolio solutions for investment assets within a household.
:Review, research, and identify tax efficient investment strategies and opportunities.
:Continuously review and assess client retirement income needs and goals.
:Along with the Financial Advisor(s), recommend best:in:class investment products to maximize client returns and in best interest of each client individually.
WHY YOU ARE THE RIGHT PERSON:
:Bachelors degree or at least five years of experience in different areas of the financial industry
:Five years hands on experience in banking, insurance products, and securities (investments)
:FINRA series 65 (or willingness to obtain within the first six months)
:State life, health, and variable annuity license preferred

Source: https://www.tiptopjob.com/jobs/77607263_job.asp?source=backpage


• Location: Charlotte

• Post ID: 58745347 charlotte
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