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Private Wealth Service Advisor

4 months ago

Manchester, United States Claire Myers Consulting Full time

Our client is a mature, dynamic Wealth Management Advisory firm in New Hampshire providing high-end investment & financial planning services seeking an energetic, detail-minded, and business-oriented investment associate who thrives in a collaborative setting.


The ideal candidate has a strong investment analysis/management background with an emphasis in financial planning. This individual is self-motivated, possesses exceptional problem solving and analytical skills. This individual will work within the existing infrastructure in investment analysis and planning.


Responsibilities


  • Service and maintain book of business
  • Trading of assets in accounts to include portfolio rebalancing, distributions and tax loss harvesting
  • Coordination with the Wealth Management Company, Private Client Services & fund companies to prepare and execute recommendations across portfolios and individual holdings
  • Monitor asset/security level variance including fixed income maturity and credit ratings
  • Coordination of multiple transactions from various accounts and sources to achieve specific results (Account Opening and Account maintenance)
  • Understanding of various types of distribution strategies with ability to provide recommendations/options
  • Execute high quality written and verbal correspondence with clients as well as within the firm
  • Conduct research on recent economic and market developments related to portfolio construction and financial planning
  • Look for emerging trends related to the planning process and client planning model
  • Provide guidance around portfolio construction, security, and asset class changes
  • Prepare client quarterly reviews, including attribution analysis and portfolio recommendations.
  • Research and solve client questions and inquiries
  • Assist with internal workflow system upgrades and development


Required Qualifications


  • Professional designations (minimum of one)
  • Certified Financial Planner (CFP)
  • Chartered Financial Analyst (CFA)
  • Certified Investment Management Analyst (CIMA)
  • Preferred Portfolio Management (PPM)
  • Accredited Portfolio Manager Advisor (APMA)
  • Bachelor’s degree
  • Series 7/63, 65 or 66
  • 5+ years of Investment Analysis, Operations and Planning experience
  • 5+ years Trading, Tax Loss Harvesting
  • Committed professional career within the financial industry.
  • Demonstrated organizational skills, ability to multitask, and time management skills
  • Strong attention to detail with the ability to work with a high degree of accuracy
  • Ability to work in a fast-paced environment
  • Excellent oral and written communication skills


Compensation


  • $110-130k base with incentive comp included