Investment Office assistant

Investment Office assistant

26 May 2024
California, Gold country 00000 Gold country USA

Investment Office assistant

Vacancy expired!

City of Grass Valley

Senior financial advisor/author in search of part time on-call assistance with his Grass Valley office one or two days a week when he is town. This position is perfect for a future financial adviser, current financial professional looking for training in the fee-based investment advisory service industry or a retired adviser interested in staying involved without the responsibilities running a practice.

Like a paid Internship, part time paid hobby in retirement or paid career research project. This position does not require lengthy hours but does require dedication.

Details:

This is only a one day possible two days per week project until it develops fully.

It will entail learning the details of the modern financial adviser and investment management process.

The Senior adviser has written three books regarding the investment process.

Opening, preparing, cleaning, and monitoring the main street office will be a part of the responsibilities.

Also assisting the development of his in-office investment workshops and webinars for the public.

Assisting in the design and remodeling process of the office may also be requested. This would only require ideas, research and meeting contractors and designers at the office.

Online investment and financial planning research projects will be required assisting the senior adviser with the use of Morningstar research and analysis software.

Online book promotions and give away projects as well as book giveaway project assisting the senior adviser promote his recent book.

You must be a student of financial services, retired from the industry or be licensed in related business or educational programs, certifications and or degrees such as accounting, finance, marketing etc.

This position is only for those seriously interested in the financial planning and the investment service industry.

Please submit a detail resume and/or discussion why you are perfect for this part time position. Why you are interested in the financial planning and investment industry. Whether you would like to enter the financial services field, are currently in the industry or retired. What motivates you to apply for this project.

There will be non-paid reading recommendations that only a serious application will be interested in learning and will benefit from. This is not a position for applicants who don’t find this area of study greatly interesting and motivating.

Position is hourly starting at $20 per hour, without benefits and hours can be irregular.

Related jobs

Job Details

Jocancy Online Job Portal by jobSearchi.