Investment Advisor Representative

Company Description

Wallick Investments, LLC is a fee-only advisor RIA firm based in Columbia, SC. We offer separate accounts directly to individuals with IRAs and taxable accounts, institutions with 401K rollovers, corporate pensions, foundations, and endowments, and other non-affiliated financial advisors. We also own the Fidelis 100 index which is replicated by the Inspire Multifactor ETF (ticker FDLS). Our focus is on faith-based factor investing known as Strategic Moral Investing

Role Description

This is a full-time on-site role for an Investment Advisor Representative at Wallick Investments, LLC. The role involves delivering exceptional customer service, furthering Wallick Investments, LLC's client communications and acquisition, as well as operational, marketing and business development needs. Ideally, the candidate will help Wallick Investments, LLC advance our mission and become an integral part of the team.

Qualifications

Investments skills

Experience in Investment Strategies and Finance

Customer Service skills

Strong analytical and communication skills

Detail-oriented and proactive in financial decision-making

Series 65 or Series 7 and 66 licenses preferred

Bachelor's degree in Finance, Economics, Marketing or related field