Investment Associate

3 weeks ago


San Francisco, California, United States TalentLink Solutions Full time
Job Description
We are seeking a highly skilled and motivated Wealth Management Specialist to join our team at TalentLink Solutions. As an Investment Associate, you will be responsible for supporting Senior Advisors with the preparation of well-polished documentation and presentation materials for meetings. You will attend meetings with prospects and existing clients for note-taking purposes and record meeting notes on topics covered, changes in client's needs, and action items.

The ideal candidate will have a college graduate degree and 1+ years of experience in the financial services industry, preferably in a B/D or RIA environment. Strong organizational skills, attention to detail, and excellent communication skills are essential for this role. The salary range for this position is $60,000-$80,000 per year.

About Us
TalentLink Solutions is a dynamic and innovative company that provides financial planning and investment services to individuals and families. Our team is dedicated to delivering exceptional service and building long-term relationships with our clients.

Responsibilities
* Prepare portfolio research reports at the request of the advisory team
* Allocate aggregated trades across accounts
* Monitor to ensure portfolios stay within tolerance bands
* Rebalance accounts into portfolio models
* Assist with harvesting gains and losses for tax efficiency during tax season
* Ensure fair execution and trade review for compliance
* Produce quarterly performance reports and troubleshoot data inaccuracies

Requirements
* College graduate degree required
* 1+ years of experience in financial services industry preferred
* Strong organizational and communication skills
* Proficiency in Microsoft Office suite and Salesforce preferred

Benefits
* Competitive salary range: $60,000-$80,000 per year
* Opportunity to work with a dynamic and innovative company
* Collaborative team environment

How to Apply

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