Job Type
Full-time
Description
Position Overview :
We are seeking a dynamic Senior Portfolio Strategist to join our team. The Senior Portfolio Strategist will work closely with independent financial advisors to develop and implement investment strategies tailored to their clients' needs.
The ideal candidate will have a strong background in investment management, a deep understanding of financial markets, and a passion for delivering outstanding investment solutions.
Location :
This position is in our Birmingham office and requires some travel. Our office works in a structured hybrid schedule, 3 days in-office and 2 days remote.
Reports To :
Chief Investment Officer
Key Responsibilities :
- Collaborate with independent financial advisors to understand their clients' financial goals and risk tolerance
- Develop customized investment strategies that align with clients' objectives
- Monitor and review client portfolios to ensure they remain aligned with their investment objectives
- Provide ongoing support and guidance to financial advisors on investment-related matters
- Stay informed about market trends, economic developments, and regulatory changes that may impact investment strategies
Salary and Benefits :
- Competitive Salary + Annual Bonus based on growth
- Generous PTO, Company Holidays & Charitable Workday
- Health, Dental, and Vision Insurance with a company stipend for you and your dependents
- 401(k) + Safe Harbor contribution
- Company-sponsored Short-term and Long-term Disability + Life Insurance
- Voluntary Life Insurance, Accident, Cancer, and Critical Care coverage for you and your dependents
- Dependent Care FSA, Medical FSA, and HSA with qualifying medical plans
- Parental Leave
- Surface Pro + Home setup
- Continuing education and professional development support
- Loads of awesome RFG Swag!
Company Overview :
RFG Advisory is an innovator in the wealth-management industry. Recognized by Forbes / Shook Research as a Top 100 RIA in America, by Investment News as a 2021, 2022, and 2024 Best Places to Work for Financial Advisers, and by Wealth Management.
com as Top Non-Custodial RIA Support Platform of the Year in 2022, our team of A-players have a servant heart and a warrior mindset.
Our success is driven by a team of professionals from a diverse spectrum of industries who work together to foster the independence of Financial Advisors across the country.
Disclosure : www.rfgadvisory / awards
This is a great opportunity to be a part of a growing team in a fast-paced and changing industry. Our most recent Net Promoter Score among our corporate team is a 93 with 100% participation and with our Advisor NPS is 85 versus an industry average of 44.
Our team members consistently comment about our culture, teamwork, support of leadership and executive team, and the collaboration that happens amongst our functional teams.
So, if you are looking for a fun group of people to work within an ever-changing, never-a-dull-moment organization, please apply!
Growth Capital Equity Partner is Long Ridge Equity Partners. https : / / long-ridge.com /
Requirements
Qualifications :
- Bachelor's degree in Finance, Economics, or a related field
- CFA or CFP designation preferred
- Minimum of 5 years of experience in investment management
- Strong analytical skills with the ability to evaluate complex investment products and strategies
- Excellent communication and interpersonal skills
- Ability to work independently and as part of a team in a fast-paced environment
- Proficiency in Microsoft Office Suite and other relevant software
Salary Description
$1150,000 - $130,000
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