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Wealth Associate
3 weeks ago
Seeking a Wealth Associate to join an established team in Fort Myers. This is an exciting opportunity to get hands on and have the ability to grow within the team
Your role will be to help manage and organize client assets and support a Senior Financial Advisor
Responsibilities
- Prepare investment portfolio reviews for quarterly meetings
- Manage the life cycle of alternative investments to include: listening to launch calls, monitoring capital calls and distributions, tracking quarterly fund updates, and staying on top of tax reporting.
- Analyze prospective clients' existing holdings and incorporate our recommendations into an investment proposal
- Drive portfolio implementation process for new clients by executing trades and incepting separately managed accounts
- Share thoughts/ideas in weekly investment committee meetings and contribute to the portfolio construction process
Qualifications:
- A Bachelor's degree in a finance-related field
- 5+ years of experience in the financial services industry preferred
- Strong Microsoft Office skills required (intermediate Excel user preferred)
- Cooperative and flexible team player
- Ability to interact professionally with high net worth clients
- Strong written and verbal communication skills
- Flexible in day-to-day workflow
- FINRA Series 7 & 66 - CFP certifications highly recommended
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