Investment Specialist

Penn Mutual
Cockeysville, MD
Sep 15, 2017
Sep 18, 2017
Accountant, IT
Full Time
Investment Management Specialist Capital Financial Benefit Solutions is seeking a highly organized, experienced, and motivated individual to join our firm as an Investment Management Specialist. We are a comprehensive financial services firm and we are searching for an individual who can work directly with a seasoned financial advisor and his team to continue to help improve the overall financial success of his client base. The individual should be motivated as this job provides the opportunity to develop and grow in the Financial and Estate Planning Industry. Our ideal candidate possesses: * Ability to multi-task * Excellent organizational skills * Securitas registration (Series 7) * Ability to manage day-to-day operations for executives * Ability to maintain confidential client files and records * Ability to answer telephones and create correspondence professionally and proficiently Requirements: * Securities registration - Series 7 * Excellent communication (written and oral), organizational and computer skills * Time management and organizational skills are a must * Keen attention to detail and accuracy Preferred experience: * Previous investment experience * Bachelor's degree / Associates agree preferred * Experience in the Financial Planning Industry A competitive wage and benefits package will be offered to the qualified candidate. Position requires twenty to twenty-five hours per week (days and times are flexible) with the availability to become Full Time for the ideal candidate. Qualified candidates please send your resume and cover letter to Todd Evans & Lauren Evans at [Click Here to Email Your Resume] & [Click Here to Email Your Resume] You can also fax it to 410.821.2930 ATTN: Todd Evans/Lauren Evans. 1840383TM_Jul19

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