Investment Advisor

“June 30, 2021: Today, Aghaz Investments, Inc. is excited to announce that 20,000 satisfied customers are able to conveniently invest according to their values. With well over $100 Million in assets under management, this 18-months old Seattle-based FinTech startup has become the top choice for Muslims and other Values-Based Investors to save for their financial goals in a manner consistent with their beliefs.”

Imagine the press release above.

Now imagine being a founding member of this journey from day 1.

We are an Automated and Mobile Goals-based Investment Advisor for Values-based customers to conveniently invest in a manner consistent with their beliefs.

We are on a mission to provide automated solutions for you to save for your financial goals without compromising your values or the causes you support.

We are a new startup in the early days of developing our software and investment products.

We are looking to staff a wide range of roles across Investment Management, Marketing and Software Development.

You are self-motivated and passionate about customers.

You like working and collaborating in teams but can operate effectively with minimal supervision.

You are curious; you seek to improve customer experience and don’t settle.

You are self motivated, detail oriented, proficient with research and analytical problem solving.

You have excellent communication skills.

Assess clients overall financial picture and understand their needs.

Cultivate client base with win-win relationships.

You are abreast of industry’s trends and research markets to back up financial consulting.

You are great at using CRMs and keen to keep records.

You are aware of the legalities involved as an investment advisor.

A 4-year bachelor's or a master's degree in finance or business administration with additional coursework in statistics, economics and business is required.

Proven working experience as a financial adviser, controller, planner, specialist or relevant experience.

Successful completion of Series 65 exam (minimum) and other certifications.

Track record of successful financial guidance at wealth management firms.

Ability to analyse market data and to provide appropriate data-based advice.

Strong communication, negotiation and presentation skills.

Accuracy, attention to detail and the ability to explain complex information clearly and simply.

Be a part of the team that will take us from the first customer we sign up in May 2020 to the 20,000th customer in 18 months.

Send us a note today at info@aghazinvest.com to learn more.