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Personal investment adviser job description

Updated March 14, 2024
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Example personal investment adviser requirements on a job description

Personal investment adviser requirements can be divided into technical requirements and required soft skills. The lists below show the most common requirements included in personal investment adviser job postings.
Sample personal investment adviser requirements
  • Bachelor's degree in finance or related field
  • Series 7 and 63 licenses
  • Experience in investment management or financial planning
  • Strong analytical and mathematical skills
  • Excellent communication and presentation skills
Sample required personal investment adviser soft skills
  • Ability to build and maintain client relationships
  • Strong work ethic and attention to detail
  • Ability to work independently and as part of a team
  • Excellent time management and organizational skills
  • Commitment to professional development and continuous learning

Personal investment adviser job description example 1

The Fresh Air Fund personal investment adviser job description

Since its founding in 1877, The Fresh Air Fund, a not-for-profit youth development organization, has provided free life-changing summer experiences in the outdoors to more than 1.8 million children from New York City’s underserved communities. Young people also participate in year-round leadership, career exploration and educational programs. For more information, visit www.FreshAir.org.

Position Summary

The Young Women’s Giving Circle (YWGC) is a non-profit, youth led committee of The Fresh Air Fund that aims to build a community where young women educate themselves about advocacy and philanthropy while being exposed to new experiences through outings, guest speakers and volunteer opportunities. Every year, members identify an issue in their community and design a project of their choice to impact change. Through participation, members gain skills in using their voices, working as a group, public speaking, researching, facilitation, advocacy, networking and more. YWGC is led by a group of advisors, who have previously been members, that guide the younger members throughout the duration of the program year from November - June. Junior advisors will be partnered with a Senior Advisor to lead a cohort group.

This is a n in-person position with occasional in-person special events. Junior Advisors will report to the Manager of Teen Programs.

Responsibilities

  • Partner with Senior advisor who will provide guidance and mentorship to fulfill outlined responsibilities.
  • Provide 2.5 hours of direct virtual supervision, programming, leadership and mentorship to members during the hours of 5:30pm-8:30pm on Tuesdays.
  • Assume responsibility for the safety and well-being of members by creating a welcoming and accepting environment for all members.
  • Actively engage with members during in-person programming. Consistently show high levels of energy and enthusiasm and be extremely punctual with members and staff.
  • Understand that members come first, and decisions should be made in the best interests of members.
  • Address stressful situations appropriately in a fast-paced, interactive environment.
  • Be an active member of the community by participating in all programming and staff meetings.
  • Strive to work in a cooperative manner with fellow staff to achieve the goals of the program.
  • Invest time with members to meet their needs, challenge their capabilities and serve as a role model during their time in the program.
  • Be familiar with emergency procedures and follow them when necessary.
  • Help coordinate logistics including making phone calls, email reminders and keeping attendance and meeting minutes.
  • Develop curriculum with other advisors and facilitate weekly meetings.
  • Assist participants in their research by conducting your own research and guiding youth.
  • Plan, implement and lead volunteer opportunities and activities including Saturday in person events.
  • Plan, participate in and supervise fundraising efforts including maintaining financial records.
  • Actively engage in professional development by attending trainings provided throughout the year, setting professional goals for the year and participating in mid-year/end of year self-evaluations.
  • Additional responsibilities as needed and assigned.

Qualifications

  • Must be at least 18 years of age by employment start date.
  • At least one year of college is preferred but must have a high school diploma or equivalent.
  • A minimum of one-year experience being a member of the Young Women’s Giving Circle.
  • Access to appropriate, quiet working space required.
  • Emotionally mature with a willingness to work as a team player and to maintain a positive attitude.
  • Excellent verbal and written communication skills required.
  • Bilingual abilities (Spanish, Mandarin, etc.) a plus.
  • Flexible and willing to accept challenges and step outside your comfort zone.
  • Successful completion of mandatory online orientation and ongoing professional development training.
  • Available for the entire duration of the year-round program.
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Updated March 14, 2024

Zippia Research Team
Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.