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- Tasks: Join us as an Investment Advisor Representative, delivering top-notch customer service and driving client engagement.
- Company: Wallick Investments, LLC is a fee-only advisor firm focused on faith-based factor investing.
- Benefits: Enjoy a full-time role with opportunities for growth in a supportive team environment.
- Why this job: Be part of a mission-driven company that values strategic moral investing and client relationships.
- Qualifications: Ideal candidates have finance experience, strong analytical skills, and relevant licenses.
- Other info: This is an on-site position located in Columbia, SC.
The predicted salary is between 36000 - 60000 £ per year.
and the job listing Expires on April 30, 2025
Job Title: Full-Time Job Accounting, Data Analytics, Economics & Finance
Wallick Investments, LLC is a fee-only advisor RIA firm based in Columbia, SC. We offer separate accounts directly to individuals with IRAs and taxable accounts, institutions with 401K rollovers, corporate pensions, foundations, and endowments, and other non-affiliated financial advisors. We also own the Fidelis 100 index which is replicated by the Inspire Multifactor ETF (ticker FDLS). Our focus is on faith-based factor investing known as Strategic Moral Investing.
Role Description
This is a full-time on-site role for an Investment Advisor Representative at Wallick Investments, LLC. The role involves delivering exceptional customer service, furthering Wallick Investments, LLC’s client communications and acquisition, as well as operational, marketing, and business development needs. Ideally, the candidate will help Wallick Investments, LLC advance our mission and become an integral part of the team.
Qualifications
- Experience in Investment Strategies and Finance
- Strong analytical and communication skills
- Detail-oriented and proactive in financial decision-making
- Series 65 or Series 7 and 66 licenses preferred
- Bachelor’s degree in Finance, Economics, Marketing or related field
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Investment Advisor Representative employer: Nichols College
Contact Detail:
Nichols College Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Advisor Representative
✨Tip Number 1
Familiarize yourself with Wallick Investments' focus on faith-based factor investing. Understanding their unique approach to Strategic Moral Investing will help you align your communication and demonstrate your genuine interest in their mission during the interview.
✨Tip Number 2
Network with professionals in the finance and investment sectors, especially those who have experience with RIA firms. This can provide you with valuable insights and potentially lead to referrals that could strengthen your application.
✨Tip Number 3
Stay updated on current trends in investment strategies and financial markets. Being knowledgeable about recent developments will not only boost your confidence but also allow you to engage in meaningful discussions during interviews.
✨Tip Number 4
Prepare to showcase your analytical skills through real-world examples. Be ready to discuss how you've applied these skills in previous roles, as this is crucial for the Investment Advisor Representative position.
We think you need these skills to ace Investment Advisor Representative
Some tips for your application 🫡
Understand the Company: Take some time to research Wallick Investments, LLC. Familiarize yourself with their mission, values, and the specific services they offer, especially in faith-based factor investing.
Tailor Your Resume: Make sure your resume highlights relevant experience in investment strategies and finance. Emphasize any analytical skills and detail-oriented projects that align with the role of an Investment Advisor Representative.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for finance and customer service. Mention how your background and skills can contribute to Wallick Investments' goals and client communications.
Highlight Relevant Qualifications: If you have Series 65 or Series 7 and 66 licenses, make sure to mention them prominently. Also, include your educational background in Finance, Economics, or Marketing to strengthen your application.
How to prepare for a job interview at Nichols College
✨Understand the Company’s Mission
Before your interview, take some time to research Wallick Investments, LLC and their focus on Strategic Moral Investing. Being able to articulate how your values align with their mission will show that you are a good fit for the team.
✨Showcase Your Analytical Skills
As an Investment Advisor Representative, strong analytical skills are crucial. Prepare examples from your past experiences where you successfully analyzed data or made informed financial decisions. This will demonstrate your capability in the role.
✨Prepare for Behavioral Questions
Expect questions that assess your customer service skills and ability to communicate effectively. Use the STAR method (Situation, Task, Action, Result) to structure your responses, highlighting your proactive approach in previous roles.
✨Highlight Relevant Qualifications
If you have your Series 65 or Series 7 and 66 licenses, make sure to mention them during the interview. Additionally, discuss your educational background in Finance, Economics, or Marketing, as these qualifications are important for the position.
