Securities Analyst

WHO WE ARE:

We (Financial Independence Group) are on of nation’s largest Finance and Insurance Marketing Organizations (FMO & IMO) supplying products and services to financial professionals in 49 states. For over 40 years we have taken our family-based culture to our advisors emphasizing a customer-first approach to deliver unmatched results.

JOIN OUR TEAM!

One of our clients is in search of a Securities Analyst in the Bedford, NH area. The Securities Analyst will learn under the direct guidance of the firm Principle. As part of the planning and analysis function, you will develop and deliver customized financial solutions to our clients.

YOUR ROLE:

Financial Analysis

• Assist the Advisor with the identification and development of investment solutions to meet specific client needs.
• Develop quotes, illustrations, and applications for clients regarding fixed income annuities, life insurance and long term care insurance instruments.
• Conduct detailed mathematical and financial outcome calculations based on client profile and securities markets.

Marketing

• Design and administer marketing programs inclusive of firm and market specific information. Programs will include: print, radio, digital, social, and email campaigns.
• Assist with firm newsletter campaigns and programs.
• Track, analyze, and report marketing program effectiveness.
• Enhance and update firm branding tools including, but not limited to: website, brochures, and social media.
• Assist the Advisor(s) and other departments with seminar planning and administration.
• Attend business meetings and trips with Advisors such as national conferences.

WHY YOU ARE THE RIGHT PERSON:

• Bachelor’s degree or at least five years of experience in different areas of the financial industry
• 1 year + of hands on experience in banking, insurance products, and securities (investments)

Job Type: Full-time

Salary: $50,000.00 /year

Required education:

• Bachelor’s