Financial Services - Professional Development Job Listing at D. Canada Financial Group - Raymond James in San Marcos, CA

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Responsibilities include:
- Learn the basics of the financial planning process
- Learn the basics of portfolio risk analysis through Morningstar Workstation
- Become proficient with our Financial Planning software tools. Sunguard, Forefield, Albridge.
- Portfolio analysis and backtesting client portfolio holdings
- Mutual fund, Equity and ETF research
- Assembling client presentations
- Help with marketing / advertising / social media
- Assisting staff on various projects as needed