TITLE: Financial Specialist
REQUIREMENTS: Bachelor’s Degree in Finance or a related field and 1 month of experience in job offered or as Finance and Marketing Coordinator.
JOB DUTIES: Conduct financial and investment analysis using established tools; prepare and update presentations for clients; collect and organize client information, including income, expenses, assets, and liabilities; create financial projections and “what-if” scenarios to help evaluate potential strategies; perform extensive due diligence with respect to clients; and research market trends, investment products, and insurance options needed for client recommendations.
SALARY: $64,293 per year.
CONTACT: Email resumes to:
GKC Advisory Group, LLC,
Attn: Owner,
gabriella.ciamillo@nm.com
Jobsite: Coral Gables, FL (Full-Time Position)
