Investment Strategist
2 weeks ago
We are seeking a highly experienced Investment Strategist to join our team at Disability Solutions. As a Senior Portfolio Advisor, you will be responsible for creating customized investment strategies for complex High Net Worth Investors.
With a minimum of 10-15 years of investment decision-making experience, you will have a deep understanding of fiduciary standards, principles, and applicable laws and regulations. Your expertise in negotiating, delegating, leadership, and superior client service will enable you to develop and implement effective investment plans that meet the unique needs of each client.
This is an exceptional opportunity to leverage your financial services expertise, management skills, and business development experience to drive revenue growth and deliver outstanding results for our clients.
Key Responsibilities:
- Develop and implement customized investment strategies for high net worth clients
- Manage individual securities, SMAs, alternative investments, and specialty assets
- Monitor portfolios and rebalance to ensure alignment with client objectives and risk tolerances
- Collaborate with cross-functional teams to provide integrated wealth management solutions
To succeed in this role, you will need:
- A minimum of 10-15 years of investment decision-making experience
- Deep knowledge of fiduciary standards, principles, and applicable laws and regulations
- Strong negotiation, delegation, leadership, and client service skills
- A graduate degree in Finance, Accounting, Economics, or equivalent financial services/business experience
You can expect a competitive salary and benefits package, including:
- Estimated Salary: $120,000 - $180,000 per year
- Opportunities for professional growth and development
- A dynamic and supportive work environment
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