Industry: Private
Employment Type: Full Time
Work Hours: 8
Salary: $20 To $30/An Hour
Location: United States
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Invesco is a leading global asset management firm with a diverse range of investment capabilities and a strong track record of delivering innovative solutions to clients worldwide. With over $1.3 trillion in assets under management, Invesco is committed to helping investors achieve their financial goals through a disciplined investment approach and a focus on long-term success.
As an Investment Advisory Service Consultant at Invesco, you will be responsible for providing high-quality investment advice and personalized financial planning services to our clients. You will work closely with individuals, families, and institutional investors to develop customized investment strategies that align with their goals and risk tolerance.
– Conduct thorough financial analyses and review clients’ investment portfolios to identify opportunities for optimization
– Develop and present comprehensive investment plans that take into account clients’ objectives, time horizon, and risk profile
– Monitor market trends and economic indicators to make informed investment recommendations
– Collaborate with other members of the investment advisory team to ensure clients receive integrated services and holistic financial guidance
– Build and maintain strong relationships with clients through regular communication and proactive portfolio reviews
– Bachelor’s degree in finance, economics, or a related field
– Series 7 and Series 66 licenses required
– CFP or CFA designation preferred
– Minimum of 3 years of experience in investment advisory services or financial planning
– Strong analytical skills and attention to detail
– Excellent communication and interpersonal abilities
– Competitive salary and bonus structure
– Comprehensive benefits package, including health insurance, retirement savings plan, and paid time off
– Opportunities for professional development and career advancement within a global organization
– Dynamic and collaborative work environment that promotes innovation and creativity
– Commitment to diversity and inclusion, with a focus on fostering a culture of respect and empowerment
If you are passionate about helping clients achieve their financial goals and have a strong background in investment advisory services, we invite you to apply for the Investment Advisory Service Consultant position at Invesco. Please submit your resume and a cover letter outlining your qualifications and experience on this page. Join us in shaping the future of asset management and delivering exceptional outcomes for our clients. Thank you for considering a career with Invesco.
