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Lead Investment Strategy Consultant

2 months ago

Birmingham, Alabama, United States The Ladders Full time

Principal Wealth Management Strategist

We are seeking a skilled and knowledgeable Principal Wealth Management Strategist to become part of our organization at The Ladders. In this role, you will work closely with independent financial advisors to design and execute tailored investment plans for their clientele, considering their financial aspirations and risk appetite.

Location: Flexible hybrid schedule with a combination of in-office and remote work.

Reporting To: Chief Investment Officer

Key Responsibilities:

  • Engage with financial advisors to gain insights into clients' financial aspirations and risk profiles
  • Create personalized investment plans that align with clients' objectives
  • Oversee and assess client portfolios to ensure they meet investment targets
  • Offer continuous support and expertise on investment-related issues
  • Remain updated on market dynamics and regulatory developments impacting investments

Salary and Benefits:

  • Attractive Salary + Annual Performance Bonus
  • Comprehensive Paid Time Off, Company Holidays & Volunteer Workday
  • Health, Dental, and Vision Insurance with company contribution
  • 401(k) with Safe Harbor contribution
  • Company-sponsored Short-term and Long-term Disability Insurance + Life Insurance
  • Optional Life, Accident, Cancer, and Critical Care coverage
  • Dependent Care FSA, Medical FSA, and HSA options
  • Parental Leave
  • Home office setup assistance
  • Support for professional development and education
  • Exciting company merchandise

Company Overview:

The Ladders is a prominent entity in the wealth management industry, recognized for its outstanding service and support to Financial Advisors. Acknowledged as a leading RIA in the nation and a desirable workplace for Financial Advisors, our team at The Ladders is committed to empowering Financial Advisors across the country. Join us in our mission to transform the wealth management landscape.

Requirements:

  • Bachelor's degree in Finance, Economics, or a related discipline
  • CFA or CFP certification is advantageous
  • A minimum of 5 years of experience in investment management
  • Exceptional analytical and communication abilities
  • Capability to thrive in a fast-paced environment
  • Proficiency in Microsoft Office Suite and relevant software tools