Employer: Bulltick Financial Services, LLC.
Job Title: Managing Director, Financial Advisor and Head of Houston Branch (Req #6104)
Job Location: 150 Pine Forest Dr., Suite 401, Shenandoah, TX 77384
Design and make client consultations, specifically interviewing clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan. Coordinate other professionals like retail bankers, estate planners, attorneys and tax professionals to make sure that all financial goals are met for each client. Analyze financial information obtained from clients to determine strategies for meeting clients’ financial objectives. Design and implement client investment portfolio strategies based on client’s needs and objectives via trade executions or order placements to execution desks. Monitor client investment portfolios against objectives, benchmarks and provide feedback to clients regarding any adjustments to strategies. Consult on constructing securities portfolios according to each client’s investment profile and answer client questions about the purposes and details of financial plans and strategies. Consult on recommending strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals. Consult in monitoring the performance of investment managers and securities in order to achieve long-term investment success. May telecommute 50% of time. Travel to Miami HQ 30% of time.
Requirements: Bachelor’s degree in Accounting, Finance, or a related field plus 10 years of progressively responsible experience with international and domestic securities portfolio trading and allocation, Bloomberg. Fluent in Spanish to communicate with clients.
Contact:
Bill Herrera
Bulltick Financial Services LLC.
333 SE 2nd Ave, Suite 3950, Miami, FL 33131 USA
(305) 5331541