Description
The Private WealthInvestment Management Specialists are responsible for supporting the Financial Advisor(s) and / or Advisor Team(s) overall investment management philosophy through executing on portfolio analysis and sharing expertise in a wide range of investment product areas.
They ensure risk profiles, goals, objectives and asset allocations are aligned and reflected properly for each client. They deliver a full range of investment products and services across the enterprise ensuring alignment to client goals and strategies while leveraging specialists and applicable investment management tools where appropriate.
They partner with internal specialists to deliver holistic investment solutions by identifying targeted investment strategies.
They assist in the preparation of client performance review reports to measure progress to goals.
Skills : Causation Analysis
Causation Analysis
Financial Management
Investment Management
Trading Strategy
Trading and Investment Analysis
Portfolio Analysis
Portfolio Management
Price Verification and Valuation
Trade Monitoring
Trading
Client Investments Management
Client Solutions Advisory
Financial Analysis
Financial Forecasting and Modeling
Wealth Planning.
Role Requirements :
Either Series 7 and 66 licenses or Series 7, 63, and 65 licenses; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support
Obtain and / or maintain at least one firm approved designation
Individuals in this role are required to maintain a Form ADV -2B, which provides clients details on individuals experience and educational background, along with other requirements governed by the U.
S. Securities and Exchange Commission ( SEC )
Possess and demonstrate strong communication skills
Ability to lead through collaboration and influence without direct authority
Detail oriented with strong organizational skills, and ability to manage multiple tasks and priorities at once
Thorough knowledge and understanding of the suite of Wealth Management products and services
Proven ability to manage risk and support sound decisions
Ability to research escalated client issues for response / resolution
Shift :
1st shift (United States of America)
Hours Per Week :
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