Senior Investment Advisor

4 days ago


boerne, United States TriOpz Full time

About the Company

Client is dedicated to providing highly diversified, passive investment strategies through institutional mutual funds / ETFs and disciplined rebalancing.


About the Role

The Investment Advisor will independently market and develop new relationships, support alternative investment initiatives, and maintain existing client relationships through the support of the Investment Team.


Responsibilities

  • Market and develop new relationships
  • Support alternative investment initiatives
  • Maintain existing client relationships
  • Coordinate client relationships related to financial assets through Jefferson Bank’s Trust Department and Private Banking
  • Coordinate with clients, prospects, and internal bank employees
  • Provide excellent client service
  • Participate in marketing outreach
  • Grow and expand the investment knowledge base
  • Operate under the provisions of the Investment Advisors Act of 1940


Qualifications

15 years of experience as an Investment Advisor, with demonstrated results in business development and investment management. Demonstrated in-depth knowledge of wealth management and financial planning working with high-net-worth individuals and families. Alternative investment experience/knowledge preferred. Experience with performance reporting and investment software is a plus, i.e. Tamarac, Black Diamond, Advent, YCharts, Money GuidePro, etc.


Education / Certifications

  • Bachelor’s degree from an accredited college or university
  • CFA or CPA preferred
  • Series 65 License required within 90 days of employment



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