Job Details

Responsible for Client Services needs and correspondence; perform financial planning; use various software for investing, managing and planning clients’ financial needs; use FIWS wealthscape operations and trading, Equisoft Connect, Investigo, Black Diamond, and eMoney to perform assigned tasks; utilize financial modeling, fundamental analysis, macroeconomic trends analysis, quantitative analysis, investment research, Forecasting, markets for small businesses, and comparative analysis to perform duties; monitor financial markets and write detailed reports on publicly-traded and private companies; perform tactical and technical trading; read and analyze financial charts; and analyze large quantities of data, formalizing the analysis into written format.

Location: Flint, Michigan and multiple undetermined worksites throughout the U.S.;

Salary: $57,200 per year;

Education: Bachelor’s Degree in Business Administration, Economics, Finance, or in a related field of study (will accept equivalent foreign degree);

Training: None;

Experience: None;