Senior Investment Advisor
Classified
Jan 2026 - Current (10 months)
• Support clients with mutual fund transactions, suitability discussions, and portfolio maintenance
• Assist with investment account openings, transfers, redemptions, and regulatory documentation
• Deliver client-focused guidance aligned with risk profiles, investment objectives, and time horizons
• Collaborate with licensed advisors and internal partners to ensure compliant, high-quality service
• Leverage strong market awareness and financial knowledge to support informed investment decisions