About this role
Role Overview
- Serve as a central point of contact for high net worth clients
- Oversee investment portfolios and deliver personalized advice
- Build successful investment portfolios informed by market conditions and economic trends
- Maintain accurate records and documentation for audits and client reporting
- Recommends portfolio adjustments based on industry trends
- Executes securities transactions in client portfolios
- Determines acceptable risk levels with clients
- Evaluates the performance of investment portfolios
- Maintain new and existing client relationships
- Provides input into investment models and allocation frameworks
Requirements
- 5+ Years Required; 7+ Years Preferred
- University (Degree) Preferred
- FINRA Registrations SRC Indicator: Series 65
Benefits
- Superior retirement program
- Highly competitive health, wellness and work life offerings