Investment Plan Associate

3 weeks ago


Boca Raton, United States Singer Wealth Full time

Investment Plan Associate

Boca Raton based Wealth Management firm is seeking an Investment Plan Associate to join our team. 

 

The ideal candidate should have an understanding of financial/investment planning, investment and alternative productive, asset allocation, and suitability/risk assessment. The Associate will be responsible for collaborating with our Financial Advisors in building financial plans based on the client’s stated objectives and risk tolerance. Additionally, the Associate will monitor our managed models and oversee the ongoing rebalancing of the client's asset allocation. This position will also be backup to our primary trader.

 

Position Responsibilities: 

·       Analysis and review of prospective client’s existing outside investment plan; utilizing Morningstar to input a existing portfolio snapshot.

·       Analyze new and existing clients risk tolerance & confirm accuracy of Investment Policy Statement, utilizing Tolerisk.

·       Development of investment/financial plan proposals consistent with stated objectives & risk tolerance

·       Review & updating of existing client investment plans as assets, money flows, and objectives change

·       Prepare client review presentation reports for upcoming appointments 

·       Monitor daily activity in client accounts & notify Advisors when transactional action or portfolio rebalancing is necessary 

·       Create financial plans and presentations consistent with client's stated objectives

·       Utilize investment research, planning, and portfolio management software: Morningstar, Tamarac, SIPS, Tolerisk

·       Manage client target allocation in Tamarc Portfolio Management Program & using target allocation for rebalancing

·       Monitor Singer Wealth managed models: review & analyze the underlying investments & rebalancing to maintain the model asset allocation

·       Review of advisor trade requests to ensure adherence of clients target portfolio & IPS

·       Special Projects

·       Full time (in-Office) Hours 8:30-5:30 

Qualifications: 

·       Education:  Bachelors degree

·       1+ year experience in Financial/Wealth Management analysis & planning

·       Technology savvy; initiative to learn, explore, and implement new technology 

·       Working knowledge of Microsoft Office; solid understanding needed with Excel 

·       Good personal appearance and habits 

·       Must be able to successfully pass both criminal and financial background checks 

·       Personable, professional, confident, flexible, detailed oriented and a quick worker 

·       Attention to detail and accuracy 

·       Strong organizational skills 

·       Proactive work management style and consistent follow-through 

·       Ability to multi-task and handle interruptions without getting flustered 

·       Experience working in high volume, fast paced team environment 

Salary: 

·       $50-60K/ year depending on experience 



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