Financial Investment Analyst

2 weeks ago


Schaumburg, Illinois, United States Vista Wealth Management Group, LLC Full time
Position Overview:
Investment Analyst

OPPORTUNITY FOR GROWTH – ATTRACTIVE COMPENSATION – EXCELLENT BENEFITS

ROLE SUMMARY
This role is essential in assisting our financial advisors and enhancing our advisory services.

Without this position, our advisors would be unable to focus entirely on our clients; thus, we consider this role vital to our overall success as a team.


Ideal Candidate Traits:
  • Commitment to Growth: You are dedicated to ongoing professional development through acquiring additional licenses or designations that enhance your expertise.
  • Integrity: You communicate honestly and transparently, both within the organization and with clients.
  • Ethical Standards: You maintain high moral principles, demonstrating integrity and always doing what is right, even when unobserved.
  • Dedication: You are devoted to your work and can confidently stand behind your contributions.
  • Positive Mindset: You are enthusiastic about engaging with clients, maintain a solution-oriented attitude, and uplift your colleagues.

Additional Qualifications:

You should be passionate about efficiency, adept at prioritizing tasks, and skilled in optimizing workflows. You must also respect client confidentiality and demonstrate discretion in sensitive situations.

Being intellectually curious, detail-oriented, and organized is essential. You should be capable of working independently as well as collaboratively, providing support across various functions.

Excellent verbal and written communication skills are a must, along with the ability to confidently engage in diverse settings and respond to inquiries effectively.


Preferred Skills:
  • Proficiency in MS Office applications such as Word, Excel, and Outlook.
  • Ability to assess client needs and communicate effectively.
  • Experience in synthesizing data into coherent narratives for clients.
  • Possession of an Illinois Life & Health license or willingness to obtain it within the initial months of employment.

Experience Requirements:
  • A minimum of 2 years in the financial or investment sector.
  • A Bachelor's Degree in a business-related field is preferred.
  • Series 7 License is required.
  • Progress towards or current possession of a CFA designation is preferred.
  • Familiarity with MorningStar / YCharts is advantageous.
  • Experience with high-net-worth clients is preferred.

Key Responsibilities:
  • Investment Research: Analyze client statements and financial plans, assess risk tolerance, and provide actionable recommendations to advisors.
  • Portfolio Construction: Assist in developing model portfolios for advisory clients and support quarterly rebalancing efforts.
  • Client Support: Participate in client review meetings to help articulate recommendations and investment strategies.

COMPENSATION & BENEFITS

Base salary ranges from $65,000 to $95,000, contingent upon licenses, credentials, and experience.

Opportunities for salary growth through continuous professional development.

Bonus potential available.

Comprehensive benefits package includes 401(k) with matching contributions, profit sharing, short-term and long-term disability, as well as health, vision, and dental coverage.


Company Overview:

Vista Wealth Management Group, LLC is a wealth management advisory firm with a rich history of 50 years, seeking to expand our team to better serve and grow our existing client base.



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