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TTG Financial Inc

Investment Advisor Representative/Paraplanner

Career Insights for Financial Analyst (General)

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Based on Ohio data

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What they do

A Financial Analyst evaluates investment opportunities and makes recommendations to individuals and businesses. Analyzes the performance of different types of investments, studies business and economic trends and analyzes data to project company earnings

$84,990 / year median in Ohio

-2% projected decline

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Job Description

Job Title:
Investment Advisor Representative/Paraplanner We are seeking a high-achieving professional who has a confident, vibrant personality and an unwavering commitment to excellence. There is no limit to how far you can advance in this role.
General Requirements :
Exceptionally well organized A self-starting problem solver who learns quickly and acts decisively High-energy interpersonal skills for daily interaction with clients Strong Excel proficiency Math proficiency - fractions, decimals, prorations, logic No sales responsibilities A Team player
Sample of Specific Responsibilities:
Excel modeling and updating Interacting with established clients as needed Placing and allocating stock and bond trades 401(k) mathematical testing and filing prep
Account Allocation Review Job Type:
Full-time Benefits:
401(k) 401(k) matching Dental insurance Flexible spending account Health insurance Paid time off Vision insurance
Schedule:
8 hour shift Monday to Friday Ability to commute/relocate: Canton, OH (Preferred)
Education:
Bachelor's Required:
Finance, Mathematics, Economics or similar Shift availability: Day Shift (Required)
Work Location:
In person Ready to start a new career with unlimited potential?
Pay:
$60,000.00 - $100,000.00 per year
Benefits:
401(k) Dental insurance Flexible spending account Health insurance Paid time off Paid training Application Question(s): Is your degree in finance, mathematics, actuarial science, economics or physics?
Education:
Bachelor's (Required)
Work Location:
In person