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Financial Broker Junior Jobs in Washington

Broker Staff - Financial Analyst
By Kidder Matthews At , Seattle, 98101, Wa $40.86 - $48.07 an hour
Act as lead coordinator for the preparation of financial portion of Investment Sales and Structured Finance offering memorandums and proposals
Manage and maintain the integrity of relevant data in KM Connect
Manage prospect, investor, and property databases
Strong computer skills (MS Excel, Word, PowerPoint, Outlook, Google Suite, CoStar, Google Maps, LandVision)
Strong CRM or contact database skills
Excellent communication and organizational skills
Junior Financial Analyst Jobs
By FiscalNote At , Washington, 20004, Dc
Bachelor’s degree in Business, Accounting, Finance, or related discipline and/or equivalent experience
Minimum of 2-4 years of finance experience, public company experience is a plus
Strong understanding of revenue recognition, SaaS metrics, financial statements, and cash management
FP&A-related experience is a must
Impeccable communication, organizational, and analytical skills
Experience with Adaptive, Netsuite, Salesforce, and Microsoft Office Suite

Are you looking for an exciting opportunity to jumpstart your career in the financial industry? We are looking for a motivated and driven individual to join our team as a Financial Broker Junior. You will have the chance to work with experienced professionals and learn the ins and outs of the financial industry. If you are ready to take on a challenge and make a difference, this is the job for you!

Overview:

Financial Broker Junior is a professional who provides financial advice and services to clients. They are responsible for helping clients make informed decisions about their investments, retirement planning, and other financial matters. They must be knowledgeable about the financial markets and have excellent communication and customer service skills.

Detailed Job Description:

Financial Broker Junior is responsible for providing financial advice and services to clients. They must be able to analyze financial data and make informed decisions about investments, retirement planning, and other financial matters. They must be able to explain complex financial concepts in an easy-to-understand manner. They must also be able to build relationships with clients and provide excellent customer service.

What is Financial Broker Junior Job Skills Required?

• Knowledge of financial markets and products
• Excellent communication and customer service skills
• Ability to analyze financial data
• Ability to explain complex financial concepts in an easy-to-understand manner
• Ability to build relationships with clients
• Ability to work independently and as part of a team

What is Financial Broker Junior Job Qualifications?

• Bachelor’s degree in finance, economics, or a related field
• Relevant work experience in the financial services industry
• Professional certification, such as Chartered Financial Analyst (CFA) or Certified Financial Planner (CFP)

What is Financial Broker Junior Job Knowledge?

• Knowledge of financial markets and products
• Knowledge of financial regulations and compliance
• Knowledge of financial analysis and investment strategies
• Knowledge of retirement planning and estate planning

What is Financial Broker Junior Job Experience?

• Previous experience in the financial services industry
• Previous experience in customer service

What is Financial Broker Junior Job Responsibilities?

• Provide financial advice and services to clients
• Analyze financial data and make informed decisions about investments, retirement planning, and other financial matters
• Explain complex financial concepts in an easy-to-understand manner
• Build relationships with clients and provide excellent customer service
• Monitor financial markets and recommend changes to clients’ portfolios
• Ensure compliance with financial regulations and laws