Financial Advisor

Insigneo Securities, LLC   Miami, FL   Full-time     Accounting
Posted on August 22, 2021

A Financial Advisor is sought by Insigneo Securities, LLC in Miami, FL to be responsible for conducting economic and financial research. Analyzing economic trends/activities and advising of the effects on the investor's portfolios. Providing guidance and analysis to develop investment strategies, this entails providing subject matter expertise and analysis on global financial views, market trends, and financing alternatives to provide counseling services and financial advice to Insigneo's Latin American clients. Recommending investment products and services that are suitable for prospects and clients based on their goals. Building complex financial models for valuation purposes. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Insigneo, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. A Bachelor's Degree in Business Administration, Economics, or Finance or foreign equivalent with five (5) years of experience in the job offered or five (5) years of experience as a Chief Financial Officer, Finance Director, Financial Analyst, Partner or Trader is required. FINRA Series License 7 is required. Send resumes to: Anabelle Teves, HR Mgr, Insigneo Securities LLC, 777 Brickell Ave., 10th Floor, Miami, FL 33131.