Investment Advisor

Serve as chief executive and apply innovative leadership and management skills to establish and achieve corporate goals and strategies. Requires oversight of finances, operations, personnel, and all other aspects of company. May require accountability to shareholders and board members.

This role provides strategic vision and advice to the president. And steps in as the acting president when the president is not in office. Must have enough accounting and finance knowledge to give input on the overall condition of the market and the feasibility of the company’s plans. Ability to negotiate contracts and agreements. Develop and implement management strategies and processes. Must have impeccable communication skills. Ability to prioritize without supervision and delegate tasks effectively. Create a performance-based culture and track all KPIs of all departments. Step in and provide insight to solve roadblocks and keep the company on track to meet its annual targets.

Sell services to individuals or businesses. May describe options or resolve client problems.

Plan, direct, or coordinate the actual distribution or movement of a product or service to the customer. Coordinate sales distribution by establishing sales territories, quotas, and goals and establish training programs for sales representatives. Analyze sales statistics gathered by staff to determine sales potential and inventory requirements and monitor the preferences of customers.

Conduct quantitative analyses of information involving investment programs or financial data of public or private institutions, including valuation of businesses.

Acts as the purchasing agent for the company. Needs to have basic accounting knowledge. Asks for quotes from different vendors via email, call, or similar. Compare and contrast the quotes and recommend or choose the best option. Understand the various clauses of the service level agreement under which the services are being bought. Work to develop a relationship with the vendors. Ensuring the proper insurance requirements are being met by both parties. Must possess or develop strong negotiation skills to ensure that each brokerage delivers a net profit. Ensure each client gets the products they asked for and any complaints are resolved.