Responsibilities:
- Serve as the first point of contact for a number of client teams.
- Client financial planning and portfolio management guide with a comprehensive, inclusive approach to investments, cash flow, taxation, research, risk management and benefits plans.
- Review has current and target investors and provides a customized portfolio within corporate guidelines.
- Opportunity for specificity in a technical area including but not limited to:
- Investments: participate in the investment committee and cover a segment of the investment universe.
- Financial planning: an option to adapt to a financial planning activity used as an internal expert body.
- Business Development: Work cross-departmentally to drive business strategies.
Qualifications:
- Over 3 years of experience in wealth management with a proven ability to manage client relationships
- Either the CFP® or CFA designation, or having passed the design exam, is preferable.
- Bachelors' degree from an accredited university
- Detail-oriented and highly organized
- Of the highest integrity
- Maintain a mentality-first;
Compensation & Benefits:
Compensation range: $100,000 - $145,000 base (excluding potential incentives). This is the company's choice of the amount it believes it will pay for this position at the time of this posting. With respect to applicable law, compensation will be determined based on the applicant's skills, qualifications, and experience, as well as the requirements of the position, and the company reserves the right to change this range at any time. Generous benefits include: Fully Paid Medical Plan (with no network co-pays or deductibles), Dental, Vision, Life and AD&D, Long-Term Disability, Short-Term Disability, FSA, and Generous 401(k) Match and Traditional and Roth 401(k).
