Investment Advisor

4 weeks ago


Nashville, United States Windward Recruiting Full time

Investment Advisor

We ares searching for qualified candidates to join our $4b+ RIA client as an

Investment

Advisor

in Nashville, TN.

You will collaborate directly with the CIO, Senior Portfolio Managers, and President in this role.

Trade client accounts in accordance with proprietary strategies and client asset allocations

Performing comprehensive financial planning for clients as needed

Work collaboratively with other Portfolio Managers and Analysts

The ability to effectively communicate to individuals and audiences with varying levels of investment/financial experience

Strong attention to detail, proactive problem solver, and the ability to work collaboratively with a relatively small team

The understanding and application of public equities, fixed income, options and other investment strategies

Proficient in Microsoft Office (Excel, Word, PowerPoint, Outlook) and financial tools such as Bloomberg, Morningstar, etc.

Qualifications

Bachelor’s degree in finance, economics, mathematics, accounting, or a similar field

3+ years of relevant experience CFA Charterholder (preferred) or successfully passed level 2 while having substantive relevant work experience

Certified Financial Planner (CFP®) designation and similar credentials are also valuable

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