Offer summary

Qualifications:

Bachelor's degree in Finance, Economics, or related field., Strong analytical and quantitative skills., Excellent communication and interpersonal abilities., Experience in investment analysis or financial consulting is preferred..

Key responsibilities:

Provide investment advice and strategies to clients.

Analyze market trends and investment opportunities.

Prepare detailed reports and presentations for clients.

Maintain strong relationships with clients and address their financial needs.

Ascensus helps millions of people save for what matters—retirement, education, and healthcare. We’re also one of the savings plan industry’s leading providers of outsourced services. Our technology, market insights, and business knowledge enhance the growth and success of our partners, their clients, and savers. Ascensus is the largest independent recordkeeping services provider, third-party administrator, and government savings facilitator in the United States. For more information, visit ascensus.com.

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