Private Wealth Investment Management Specialist

Responsibilities

• Develops the group’s investment strategy through the development of portfolio analysis
• Develops extensive expertise in a wide range of investment product areas
• Delivers a full range of investment products and services from across the enterprise
• Prepares and presents client performance review reports
• Presents investment solutions via targeted investment strategies
• Partners with internal specialists to deliver holistic investment solutions

Requirements

• Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support
• SAFE Act Registration; ADV-2B Required
• Maintain at least one firm approved designation
• Possess and demonstrate strong communication skills
• Thorough knowledge and understanding of the suite of Wealth Management products and services
• Strong analytical and portfolio management skills with the ability to identify trends and implement investment strategies to increase growth and mitigate risk
• Ability to make sound decisions by having a deep understanding of investment management best practices and policies/procedures
• Ability to identify client needs and concerns and articulate appropriate approach to align solutions to goals in a suitable and controlled way

Qualifications

• High School Diploma / GED / Secondary School or equivalent

Benefits

• Flexible work arrangements available for Internal employees working from home
• Comprehensive benefits package

Pay

• Competitive salary commensurate with experience

Schedule

• 1st shift (United States of America)
• 40 hours per week