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Investment Consultant - Austin, TX

Remote:

Full Remote

Contract:

Full time

Work from:

Texas (USA)

Offer summary

Qualifications:

Bachelor's degree in Finance, Economics, or a related field., Strong analytical skills and proficiency in financial modeling., Excellent communication and interpersonal skills., Experience in investment management or financial consulting is preferred..

Key responsibilities:

Provide investment advice and strategies to clients based on their financial goals.
Conduct market research and analysis to inform investment decisions.
Prepare and present investment reports and performance reviews to clients.
Build and maintain strong relationships with clients to ensure satisfaction and retention.