Portfolio Advisor

1 month ago

Deerfield, United States Gould Financial Group Full time

Job Overview: 

As the Portfolio Advisor for Gould Financial Group, one of Northwestern Mutual’s top firms, you play a pivotal role in managing and optimizing advisory and brokerage accounts for our clients. Strong analytical, communication, and problem-solving skills are essential for success in this role. The ideal candidate will possess a genuine interest in the markets and have strong attention to detail. If you thrive in a fast-paced environment and are passionate about delivering top-notch client service, we encourage you to apply. 

 

Responsibilities: 

Trading-

  • Execute trades in all advisory accounts. 
  • Conduct ETF/stock trading in all brokerage accounts. 

Portfolio Management-

  • Monitor advisory portfolio models for optimal performance. 
  • Build and implement advisory portfolio models, catering to both standardized and customized needs of clients. 
  • Report on the performance of advisory portfolio models. 

Research-

  • Conduct thorough research on various investment vehicles, including stocks, bonds, ETFs, mutual funds, and alternative investments. 

Alternative Investments-

  • Implement alternative investments through CAIS and iCapital platforms. 

Investment Servicing-

  • Act as a backup for investment servicing tasks such as money/asset movement, journal requests, and collateral releases. 

Ad-hoc Duties-

  • Undertake ad-hoc tasks as assigned, including client outreach and meeting requests. 

 

Qualifications: 

  • Bachelor's degree required  
  • Series 7 and 66/63 license required  
  • Minimum of 3 years of experience 
  • Proficiency in trading platforms and investment research tools. 
  • Strong analytical and problem-solving skills. 
  • Excellent communication and interpersonal abilities. 
  • Ability to work well under pressure and meet tight deadlines. 

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