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Investment Consultant

2 months ago

New York, New York, United States GYL Financial Synergies Full time
Overview

The Investment Consultant is responsible for managing and advising client portfolios. Key duties include developing and reviewing asset allocation strategies, overseeing portfolio management, maintaining client communication, reconciling performance metrics, and providing comprehensive financial planning services.

A critical aspect of this role involves supporting both clients and firm partners. This includes daily monitoring of financial markets and client accounts, preparing client reports, and conducting quarterly review meetings with clients.

Core Responsibilities

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
  • Develops tailored investment strategies.
  • Analyzes and reconciles client performance data.
  • Provides assistance to clients.
  • Investigates client inquiries.
  • Maintains accurate client documentation.
  • Rebalances investment portfolios.
  • Prepares and delivers client communications.
  • Engages in new business development.
  • Collaborates with Senior Investment Consultants and Partners on client-related projects as necessary.
  • Conducts comprehensive review meetings with clients.
Key Competencies
  • Effective Communication Skills.
  • Collaborative Teamwork.
  • Technical Proficiency.
Supervisory Role

This position does not entail supervisory responsibilities.

Work Environment

This role is situated in a professional office environment. The position requires the use of standard office equipment such as computers, telephones, photocopiers, filing cabinets, and fax machines.

Physical Requirements

The physical demands outlined here are essential for the employee to successfully execute the core job functions.

This role necessitates regular verbal communication and listening. Additionally, the employee is frequently required to stand, walk, use hands and fingers for typing, handling, or feeling, and reach with hands and arms.

Position Type/Expected Work Hours

This is a full-time role, with the expectation of being present in the office during standard business hours.

Travel Requirements

Travel may be a component of this position.

Community Engagement

The GYL team actively supports various charitable initiatives and encourages the Investment Consultant to participate in community activities as their schedule allows.

Qualifications
  • 2-5 years of experience in the financial services sector.
  • Bachelor's degree is mandatory.
  • Strong organizational and prioritization skills are essential.
  • Ability to work independently to investigate and resolve client issues.
  • Familiarity with necessary documentation and procedures for transaction processing.
  • Client service-oriented mindset.
  • Attention to detail is crucial.
  • Proficiency in computer applications, particularly Windows, Word, and Excel.
  • Experience with Schwab and Fidelity platforms is advantageous.
  • Capability to manage multiple tasks effectively.
  • Ability to work autonomously and collaboratively within a team.
  • Problem-solving skills to determine effective resolutions while adhering to corporate, legal, and regulatory standards.
Education and Experience Requirements
  • Education: Required - Bachelor's degree; Preferred - Bachelor's degree in Finance or a related discipline.
  • Licenses: Required - Series 65 or 66.
  • Certifications: Preferred - CFP, CPWA, or CIMA.
  • Work Experience: Required - Experience in financial planning; Preferred - Experience with or within an RIA and familiarity with Schwab and Fidelity.
  • Years of Experience: Required - 2-5 years of relevant experience.
  • Languages: Required - English; Preferred - Spanish.
Additional Information

This job description is not an exhaustive list of daily activities, responsibilities, or tasks required of the employee. Daily tasks and responsibilities may change at any time with or without notice.

Compensation
  • Base salary: $80,000 to $120,000, commensurate with experience.
  • Additional compensation types: New business incentives and discretionary bonuses.