About this role
Role Overview
- Builds successful investment portfolios informed by market conditions and economic trends.
- Maintains accurate records and documentation for audits and client reporting.
- Recommends portfolio adjustments to grow client’s net worth based on industry trends.
- Executes securities transactions in client portfolios to maintain a specific investment strategy.
- Determines acceptable risk levels with clients based on time frames and risk preferences.
- Evaluates the performance of investment portfolios and ensures compliance with standards.
- Maintains and informs team of updated knowledge of capital markets.
Requirements
- 5+ years working directly with wealth management clients
- 7+ years preferred
- CFA, CFP Certification
- University Degree
Benefits
- superior retirement program
- highly competitive health, wellness and work life offerings