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 Investment Analyst

Details
Country: USA
Location: Roseville CA
Total applied: 33
Location: US-CA-Roseville

Base Pay:$40,000 - $45,000/Year

Employee Type:Full-Time Employee

Industry:Accounting - Finance Banking - Financial Services

Manages Others:No

Job Type:Accounting Finance

Req'd Education:4 Year Degree

Req'd Experience:At Least 1 Year

Req'd Travel:Not Specified

Relocation Covered:No





Contact:Not Available

Phone:1-916-649-0832

Fax:Not Available



Ref ID:039-116299
Investment Analyst

Classification: Full Time Compensation: $40000 to $45000 per year Financial Services Company is seeking an Investment Consultant who will assist, assess and advise clients in choosing the services best suited for their needs. Additionally you will develop relationships with client as well as build relationships with new clients.
Typical activities include daily proactive, business development calls to prospects and clients; presentation of solutions to clients and prospects through face-to-face meetings, tracking of activities through the company client relationship management system, continual sales training and responding to leads generated through the company's supplemental business development efforts.The compensation philosophy reflects the company's belief that the client relationship comes first and should not be compromised by commission sales. Investment Consultants are paid a base salary and are eligible for quarterly sales incentives based on individual production and branch performance against both asset and new account targets. Additionally, the company offers a comprehensive benefits program than includes medical, dental and 401k.Individuals interested in this position should contact Michael Goehring at 916-649-0832 or email resumes to

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