Retirement Investment Strategist
3 days ago
At LeafHouse, we specialize in creating investment solutions for retirement plans. Our mission is to provide our clients with tailored investment strategies that meet their unique needs.
SalaryThe annual salary for this role ranges from $60,000 to $80,000, based on experience and qualifications.
Job DescriptionThis position plays a vital role in shaping the future of retirement investing. The successful candidate will be responsible for conducting investment manager due diligence, generating proposal reports, and collaborating with internal teams to deliver investment recommendations.
Responsibilities:
- Conduct thorough research and evaluation of potential investment opportunities.
- Prepare comprehensive reports and analysis for the Investment Committee.
- Work closely with internal teams to ensure accurate and timely delivery of investment recommendations.
- Communicate effectively with external partners, including retirement plan advisors.
- Present findings and recommendations to the Investment Committee.
To be successful in this role, you will need:
- A Bachelor's degree in economics, finance, accounting, or computer science.
- 0-3 years of experience in financial services, preferably with exposure to retirement plans.
- CFA Level I candidate at minimum.
- Series 66 or 65 FINRA License.
- Excellent communication and analytical skills.
We offer a competitive benefits package, including:
- 401(k) Available with company match.
- Most medical, dental, and vision health coverage policies available for employees are covered by the company.
- Generous paid time off policy.
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