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.
- Determines acceptable risk levels with clients.
- Evaluates performance of investment portfolios and ensures compliance with standards.
- Maintains and informs team of updated knowledge of capital markets.
- Supports business development and client retention initiatives.
Requirements
- 5+ years working directly with wealth management clients
- 7+ years working directly with wealth management clients preferred
- CFA, CFP Certification
- University Degree
Benefits
- superior retirement program
- highly competitive health, wellness and work life offerings