Portfolio Analyst
1 week ago
An established full-service wealth management firm with over $1B in AUM seeks a client-facing Analyst to support the construction and ongoing management of client portfolios and financial plans. This role reports to the Branch Manager and requires three days in the office per week. The position offers growth opportunities, including the potential to take on direct portfolio management responsibilities and advance to a lead role in individual client relationships.
Responsibilities:
Cultivate and strengthen client relationships, serving as a key point of contact
Provide top-tier service to high-net-worth clients and foundations, aiding in their financial objectives
Focus on security analysis, trading, client communication, and maintaining client relationships
Monitor client financial situations meticulously, handling portfolio transactions and inquiries
Develop and implement tailored financial plans, conducting complex research and analysis
Support existing clients through portfolio management and personalized service models
Maintain and update client databases and financial plans
Conduct research using various financial software tools
Prepare detailed portfolio reviews and client presentations
Stay updated on tax regulations and industry trends
Assess client risk tolerance and develop risk minimization strategies
Ensure compliance with FINRA/SEC regulations and firm policies
Communicate directly with clients to address account requests and concerns
Maintain and organize client files, CRM Redtail notes, and documentation
Complete data entry for MoneyGuidePro plans
Take initiative in career growth by enrolling in Google Classroom courses and provided development opportunities
Utilize DocuSign and DocuPace for form signature, distribution, and documentation
Organize client files and documentation, maintaining accurate records
Collaborate with Marketing on financial professional strategies
Assist with administrative tasks and support team morale
Requirements:
Bachelor's degree preferably in business or finance
3+ years of experience in Financial Services
Series 7 and 63, 65 or 66 licenses
Preferred: CFA, CFP Designation (reimbursement program eligible), or desire to enroll in certification
Desired experience with Advent (strong plus), Addepar, Redtail, RBC, and MoneyGuidePro
Proficiency in financial planning, portfolio management, and fiduciary investing concepts
Experience with financial planning software and Microsoft Office/G Suite
Strong organizational, communication, and critical thinking skills
Ability to work independently/collaboratively, inquisitive, and internally motivated
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