Overview
This role involves working on an Ultra High Net Worth advisory team, supporting some of the wealthiest and most complex clients. The position requires providing technical support to the advisory team through data gathering, scenario building, investment analysis, and plan presentation. The role also includes preparing and reviewing personal financial statements, allocation tables, portfolio transitions, estate planning modeling, presentation decks, and participating in internal strategy discussions.
Responsibilities
- Review, model, analyze, and rebalance investment portfolios
- Develop a strong understanding of investments, markets, and financial planning
- Create balance sheets, allocation reports, performance reports, cash flow analyses, Monte Carlo simulations, and other client reports
- Assist in all aspects of client service, including spreadsheets, analyses, letters, tax documentation, emails, presentations, and data input
- Create and deliver prospective client proposals and inventories
- Become an expert in one of the core disciplines or tools (technology, concept, etc.)
Qualifications
- Bachelor’s degree in Finance, Accounting, Economics, or a related field required
- Advanced degree, professional designations, and/or certifications preferred (CPA, CFP, MBA, etc.)
- Demonstrated related experience may substitute for preferred education
- Minimum of 3 years of experience in a similar role required
- Series 65 license required (Series 7 or 66 may be used as a substitute); must be obtained within three months of employment
Skills and Knowledge
- Highly organized, analytical, and detail-oriented
- Self-motivated and independent, with a strong team player attitude
- Strong work ethic with willingness to work additional hours as needed
- Eagerness to learn and develop professionally
- Excellent written and verbal communication skills
Compensation and Benefits
- Salary range: $100,000 - $125,000
Equal Opportunity
The employer is an Equal Opportunity Employer (M/F/D/V).