Associate Investment Advisor

Centennial Advisers   Long Beach, CA   Full-time     Finance
Posted on March 24, 2024

Associate Investment Advisor (Long Beach, CA) - Assist in providing investment advice to clients in real estate, particularly within the Opportunity Zones space, which were established by the Tax Cuts & Jobs Act of 2017. Provide financial liabilities, opportunities & risks to clients to ensure that they understand the consequences of their investments. Assist senior investment managers with their clients, preparation, review &modification of financial documents. Provide guidance & portfolio to clients for best properties to invest and purchase. Bachelor's Degree in Economics, or International Studies or directly related field or equivalent.