Find Jobs
Find Jobs Near You – Available Work in Your Location
Skip to job details
FT
Fifth Thiird Bank
Investment Consultant
Career Insights for Financial Planner / Investment Consultant
See where this job fits in the broader career landscape. Knowing your career path helps you see what's possible from here.
Scorecard
Based on Alaska data
Review key factors to help you decide if this role fits your goals. How is this calculated?
What they do
A Financial Planner or Investment Consultant advises clients on financial plans and investment strategies. Discusses the client's financial objectives, focusing on investment options and products. May be licensed to buy and sell financial products such as stocks and bonds.
$123,514 / year median in Alaska
+6% projected growth
Job Description
Job Summary We are seeking a dynamic and knowledgeable Investment Consultant to join our financial services team. In this role, you will provide expert guidance to clients on investment strategies, wealth management, and financial planning. Your expertise will help clients achieve their financial goals through tailored investment solutions, comprehensive estate planning, and sound financial advice. The ideal candidate is energetic, client-focused, and possesses a deep understanding of financial markets, regulations, and a broad range of financial products. This position offers an exciting opportunity to make a meaningful impact on clients' financial futures while working in a fast-paced, collaborative environment. Responsibilities Develop personalized investment strategies aligned with clients' financial goals, risk tolerance, and market conditions. Manage client portfolios by monitoring investments, adjusting asset allocations, and providing ongoing advice to optimize performance. Conduct thorough financial analysis using industry-standard software to evaluate investment opportunities and assess risk factors. Educate clients on various financial concepts such as estate planning, securities law, tax implications, and wealth management strategies. Maintain strong client relationships through regular communication, updates on market trends, and proactive service delivery. Ensure compliance with all relevant industry regulations including FINRA standards and securities laws while adhering to internal policies. Collaborate with legal and tax professionals to develop estate plans involving wills, trusts, and estate law considerations for high-net-worth clients. Requirements Proven experience practicing in the securities industry with a solid understanding of financial markets and investment management advisory services. Strong knowledge of financial regulations including securities law and industry compliance standards such as FINRA requirements. Expertise in estate planning, wills, trusts & estate law, tax experience, and wealth management strategies. Proficiency in financial analysis software and tools used for portfolio management and research purposes. Excellent client relationship management skills with the ability to communicate complex financial concepts clearly and effectively. Relevant certifications such as Series 7 or Series 63/65/66 licenses preferred; a background in banking services or asset management is advantageous. Educational background in finance, accounting, or related fields with strong math skills; industry knowledge of financial regulations is essential. Join us to empower clients with innovative investment solutions while advancing your career in a vibrant environment dedicated to excellence in financial services!