Investment Strategy Associate
2 weeks ago
We are seeking an Investment Strategy Associate to join our dynamic team at Financial Corporation. This role is pivotal in supporting our Investment Division and Senior Advisors in executing financial planning strategies while ensuring exceptional client service and engagement for our expanding portfolio.
About Financial Corporation
Financial Corporation is a specialized financial advisory firm dedicated to providing strategic insights and innovative solutions. Our mission is to assist entrepreneurs and professionals in building substantial wealth, often spanning multiple generations. We believe that the foundation of effective financial management lies in attentive listening and proactive collaboration, facilitated by a diverse team of experts.
Key Responsibilities
The selected candidate will be responsible for:
- Analyzing and formulating tailored asset allocation strategies and investment solutions for clients.
- Evaluating and interpreting portfolio performance reports, providing actionable recommendations to advisors and clients.
- Offering client relationship support, assisting in client discussions, and delivering analytical and account-related financial insights.
Essential Qualifications
The ideal candidate will possess:
- Outstanding communication and interpersonal skills.
- Strong analytical and problem-solving capabilities.
- Reliability as a team player.
- Ability to work independently and manage tasks effectively.
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
- Technological proficiency and adaptability.
Education and Experience
Preferred qualifications include:
- A bachelor’s degree in finance, economics, or a related discipline.
- Possession of Series 7 and Series 63/65 Licenses.
- Experience in client service, ideally within the financial sector.
- Completion of CFA Level 1 is advantageous.
- Familiarity with Office Suite, Morningstar Direct/Advisor, and FactSet.
- Working knowledge of various wealth management technology platforms is a significant advantage.
- Knowledge of programming languages such as VBA, SQL, and/or Python is a plus.
Conclusion
At Financial Corporation, we are committed to fostering long-term relationships and delivering excellence in every interaction. We look forward to welcoming a dedicated professional who shares our vision and values.
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