Job Description:Our Independent Advisor Group (IAG) is responsible for working with fee-only financial advisors (RIAs) across the country. This Senior Associate role will support Regional Directors in business development and client services activities for our financial advisor clients across the east coast.
Responsibilities:- Articulating complex investment principles and capital market research to financial advisors
- Educating financial advisors on why and how our portfolio solutions are constructed and work the way they do
- Interacting with advisors on practice management related issues
- Traveling with Regional Directors and developing strong business and personal relationships with key advisor clients
- Developing and delivering complex and educational investment presentations to financial advisors
- Developing and facilitating the production of complex client driven requests among a team of Associates
- Developing a robust understanding of the advisor industry and related business practices
Qualifications:- Bachelors degree required. MBA and/or CFA strongly preferred
- 5+ years of experience in the Financial Services/Investment industry
- Proactive desire to learn
- Strong analytical skills
- Solid quantitative problem-solving skills
- Excellent verbal and written communication and interpersonal skills
- Detail-oriented
- Able to work equally well in a team environment and independently
- Self-starter who is capable of managing multiple projects and meeting deadlines
- Strong computer skills (Excel and Access) with the ability to learn programs as needed
- SIE (Securities Industry Essentials), Series 7, and Series 63/66 licenses required and must be obtained within the first 12 weeks of hire as a condition of employment
This role is not eligible for immigration sponsorship.
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