Investment Associate
📋 Role Overview & Responsibilities
Compensation: $70-90k plus bonuses & benefits
Our client is a premier retirement management practice that goes beyond just managing investments. Through comprehensive planning, they serve as guides for their clients as they begin to unwind their hard-earned retirement savings. This firm is a top-tier practice, managing over a billion in assets. The level of care and the services they provide leave their clients feeling secure and ready for the future. Their core values are integrity, accountability, and courage.
They are seeking to add an Investment Associate to their inclusive and fun working environment with room for growth and advancement. They place a high value on team culture and take pride in the special environment they have created together.
They offer a competitive benefits package, work from home flexibility and amazing team events and outings.
Responsibilities
Executing buy and sell orders, rebalancing, and maintaining asset allocation in Envestnet.Following up and resolving all trade-related issuesPreparing and processing all paperwork needed for investment/advisory accounts.Executing, monitoring, and following up on asset transfers as well as initial and subsequent funding of advisory accountsDiscussing potential rollover opportunities from other retirement plans Processing proposal amendments, monitoring alerts and annual reviews in Envestnet.Monitoring holdings for program eligibility in advisory accountsParticipating in client meetings for financial or investment plan development or presentationCorresponding with clients to manage advisory related service issues.Explaining advisory products or advisory performance to existing clientsExecuting and monitoring asset movement in accountsDiscussing and understanding tax consequences with clientsRunning performance reports in Envestnet, Morningstar, Ycharts, and NMCIR
Qualifications
Bachelor’s Degree in business, finance, and/or related field SIE, Series 7 and 66 preferred (or must acquire within first 90 days)2-5 years financial planning experienceExtremely client-focused, initiative-taking, “what more can I do?" approach.Ability to work independently, as well as part of team, and actively contributing to the group to complete tasks, meet goals or manage projects.Encompasses effective people skills to collaborate with team members.
Compensation: $70-90k plus bonuses & benefits
Frequently Asked Questions
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This position is located in Milwaukee, WI with potential relocation and sponsorship assistance depending on candidate qualifications.
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