Investment Associate

Responsibilities

• Partner with other Wealth Management employees to develop and retain high net worth clients.
• Work closely with portfolio managers to create a successful client experience.
• Work with portfolio managers to obtain investment policy objectives and set the right asset allocation.
• Aid in the creation of modeled strategies requiring analytical and strong decision-making skills.
• Assist in managing risk across the book of business.

Qualifications

• Bachelor’s degree preferred; 1-3 years’ experience working with portfolio managers.
• Strong administrative/organizational skills.
• Strong verbal and written communication skills.
• Ability to work with little oversight.

Key Competencies

• Critical Thinking and Decision Making.
• Communicating with Impact - Special projects and presentations as assigned.

Pay

The salary range for this position is $44,700/yr. - $84,500/yr.. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate’s relevant skills and professional experience, educational qualifications, and geographic location.

Benefits

• Medical, dental, and vision insurance.
• 401K.
• Continuing education opportunities.
• An employee assistance program.
• A variety of Impact Network Groups led by team members.