High-End Portfolio Strategist
7 days ago
We are a strong and innovative organization, committed to growing our people. We invest in our employees, care about their well-being, and strive to make a positive impact.
Salary InformationThe estimated annual salary for this position is $161,400, based on the provided location of Milwaukee, WI. Please note that salaries may vary depending on factors such as skills, education, and experience.
Job Responsibilities- Provide discretionary investment services to high-net-worth clients and advisors.
- Analyze portfolios, offer initial investment recommendations, and manage Private Client Services accounts.
- Build relationships with internal stakeholders to increase awareness of PCS benefits.
- Construct tailored portfolios for sophisticated clients, including business owners, C-suite executives, and professional athletes.
- Deliver market and economic thought leadership to field personnel and clients.
- Bachelor's degree in finance or a related field, with a master's degree preferred.
- Chartered Financial Analyst (CFA), Chartered Financial Consultant (CHFc), or Certified Financial Planner (CFP) designation is highly valued.
- Significant experience interpreting asset allocation, economy, and market conditions.
- Excellent communication and presentation skills, with the ability to convey complex information to various audiences.
- Extensive knowledge of equity, fixed income securities, mutual funds, and exchange-traded funds (ETFs).
- Ability to analyze portfolios, complete trading for stocks and funds, and demonstrate analytical and quantitative skills.
- Flexible work schedules.
- Concierge service.
- Comprehensive benefits package.
- Employee resource groups.
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