Investment Advisor
4 weeks ago
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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