Investment Advisor at CSX, Panama City, Panama

at CSX

Job Description

CSX has announced an opening for the role of Wealth Advisor, listed on SimplyHired.

Job Description:
Wealth Advisors provide financial advice to clients. They assess financial goals, create investment strategies, and offer guidance on wealth management and financial planning.

Key Responsibilities:
Provide financial advice and investment strategies to clients. Assess clients financial goals and risk tolerance. Create personalized investment portfolios.

Required Skills:
Financial planning Investment knowledge Relationship management Communication skills Analytical skills

Benefits:
Employee Assistance Programs (EAP), Tuition Reimbursement, Profit-Sharing, Transportation Benefits, Parental Leave

Required Skills

  • Financial planning Investment knowledge Relationship management Communication skills Analytical skills

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