Financial Specialist & Business Development
Job Type
Full-time
Description


Location: San Diego, CA 

Status: Full-time, Exempt 


 

Our client, RJ Patterson Group strives to understand clients’ needs and aspirations and help them achieve their financial goals. The company offers comprehensive and customized financial planning for all aspects of life. This includes retirement strategies, investment management, college planning, personal trust services, and so much more! 


RJ Patterson Group is on the hunt for a proven financial guide and advisor to join our team of motivated wealth management professionals. The apple of our eye is a client-savvy “wealth sherpa” - a master guide with experience helping individuals with their investment strategies through assessment of their financial situations, short-term needs and long-term goals. The path-maker in question must have a deep understanding of investment markets and a knack for identifying the best stocks, bonds, funds and financial tools for every client’s specific situation. Expert knowledge of market performance and investment strategies, amazing people skills, and a burning desire to help people realize their dreams of success are additional must-haves. 


Essential Duties:  

  • Outreach to prospective clients, attending prospect meetings, and generating leads 
  • Recruitment and onboarding of clients  
  • Assess current and future clients’ needs and goals 
  • Recommend and execute investment strategies to current and future clients including risk assessment/tolerance, asset allocations, etc.  
  • Ability to discuss investment performance, economic and market trends 
  • Identify new business opportunities 
  • Market Research and Analysis, identifying trends and customer needs  
Requirements


Skills and Qualifications  

  • Strong skills Microsoft Suite with Excel, Word and Power Point  
  • Tracking data and projecting future performances of various stocks, bonds, and funds  
  • Application of critical thinking?to client needs analyzation and assessment  
  • Thorough understanding of the client goals, priorities and aspirations ??????  
  • Familiarity with current applicable financial technologies and tools  
  • Ability to deliver presentations along with excellent verbal and written communication skills 
  • Experience with CRM software strongly preferred  
  • Familiarity with current applicable financial technologies and tools 

Required Education and Certification  

  • Bachelor’s Degree in Finance, Business, or Economics. 
  • Must have or successfully pass CFP exam. 
  • Must have or obtain Series 65 license 
  • Previous work experience or internship in the financial sector strongly preferred 

RJ Patterson offers competitive pay, generous 401k match, Flexible Time Off, company sponsored benefits, and beautiful office view overlooking Downtown San Diego.